Annuity Tax Benefits/IRA-401K rollovers:

      You can easily roll over your IRA or 401k to an annuity without paying taxes. Since 1983, our company has helped thousands of IRA and 401k holders to transfer their pension lump sums into annuities tax-free. We would be glad to answer any questions you have about this process. Please call our customer care department toll-free at 888.290.3525 if your questions are not answered on this page. Below we've provided some of the more frequently asked questions about IRA-to-annuity & 401k-to-annuity rollovers.

Annuities vs. CDs

      If you want an investment that will guarantee income as long as you live, choose an annuity. Annuities are contracts between insurance companies and investors. Exact contract terms vary between companies. Generally, annuities promise interest accrual on investments by individuals with payments to those people in the future. Annuities have death benefits for heirs, income for life of the investor, and tax deferment until withdrawal. Your investment is backed by the financial stability of the insurance company that sold you the contract.