How to do a 401k Rollover to an Annuity

Thinking about using your 401k to buy an annuity? In this episode, I break down the two main ways to do it—and the big mistakes you’ll want to avoid. I also share a real-life example of how one couple increased their guaranteed income by $70,000 just by using a smarter rollover strategy.

Here’s what we cover:

• Why annuities are becoming more popular for retirement income

• What the SECURE Act changed about annuities inside 401k plans

• The pros and cons of using your 401k’s built-in annuity options

• How to roll over your 401k without triggering taxes

• Why a second opinion can mean thousands more in retirement income

If your 401k is a big part of your retirement plan, this episode is a must-listen.