Forget everything you think you know about the word "annuity." A Fixed Index Annuity rollover moves your old 401(k) or IRA — typically with no tax event — into an account with a bonus on the way in, a 0% floor so you can never lose money to the market, and income for life when you're ready.
Many carriers credit a bonus the moment your rollover arrives — your account starts ahead, not at zero.
This is the index strategy our whole company is built on: a floor of 0% and a cap on earnings. You participate when the market grows — and you can never lose money when it drops. Capital preservation, guaranteed.
The same account can be turned on for guaranteed lifetime income whenever you choose — it grows protected until that day comes.
7 questions to ask before you move your 401(k) or IRA — and before anyone moves it for you. Read it in ten minutes; keep it forever.
A direct rollover of qualified funds is not a taxable event when executed properly. That execution is exactly what we manage — paperwork, carrier follow-up, all of it.
Most annuity horror stories come from variable annuities with high fees and market risk, or from products that were never explained. An FIA is different by design: 0% floor, a stated cap, a bonus, and contractual guarantees — shown to you in plain English before you commit to anything.
The trade is simple: the carrier absorbs your downside, and in exchange your upside is capped. In years the market drops 30%, you lose nothing. That trade is exactly what money this close to retirement needs.
That's one of the most common — and most important — times to act. We can replace the old account with a protected one before market risk or neglect does damage, with no tax event.
Fill this out and our Annuity Strategy team reaches out — usually within minutes during business hours.
Book a complimentary, no-obligation review — and get an honest answer about whether this strategy fits.
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