best annuity for 401(k) rollover
A 401(k) rollover to an annuity is a common retirement planning strategy. A fixed or indexed annuity provides principal protection, tax-deferred growth, and guaranteed lifetime income....
best annuity for 401(k) rollover
A 401(k) rollover to an annuity is a common retirement planning strategy. A fixed or indexed annuity provides principal protection, tax-deferred growth, and guaranteed lifetime income.
What You Need to Know
- Direct rollover: funds go directly from 401(k) to annuity — no taxes or penalties
- Fixed annuity: guaranteed interest rate, no market risk
- Indexed annuity: market-linked growth with principal protection
- Income rider: guarantees lifetime income from the rollover funds
- An independent agent can compare all annuity options for 401(k) rollovers
Why Patriot Plans for People Rolling Over a 401(k)?
Patriot Plans is 100% independent — we work for you, not the insurance companies. We've helped 400,000+ families find the right coverage, including thousands of people rolling over a 401(k). Our licensed agents understand the unique needs of your situation and can identify the carrier and plan that's right for you.
Ready to Find the Best Coverage for Your Situation?
Patriot Plans is 100% independent. We compare plans from vetted carriers and find the one that's right for people rolling over a 401(k).