Looking at all of the different IRA rollover options there for your annuity retirement investments can be a little overwhelming. There are so many IRA rollover possibilities to choose from that it’s not impossible for you to make one little misstep that will end up wasting the potential of your annuity investments to earn more money for your retirement. For this reason, it’s important to educate yourself as much as possible before making any rash financial decisions about annuity IRA rollovers. (more…)
Many years ago, when people stayed with one company for the entire life of their careers, their primary form of retirement savings was investing a few minutes in looking at their pension plan statements. These days, retirement investing is a whole new ballgame, and IRAs – in one form or another – are the most popular way to invest for retirement. One form of IRA is an annuity IRA, which provides the tax deferred benefits of an IRA along with the regular, periodic payments of an annuity.
If you have funds in an IRA, you can roll them over into an annuity IRA, with a few exceptions. Most people perform IRA rollovers when they change jobs, so that’s a good time to review your options with a financial adviser and make a choice that’s in line with your retirement investment goals. (more…)