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  • Writer's pictureRetirement and Annuity Advisor Jennifer Lang

How To Roll Your IRA, 401k or 403b Into an Annuity

Tax-protected retirement savings accounts, such as IRAs, 401(k)s or 403(b) plans, can be directly rolled over into an annuity tax-free as long as IRS requirements are followed.

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered by Medicare and unexpected costs.

A significant stock market loss or expense can be catastrophic with less time to increase resources.

An annuity may be the perfect solution to bridge the retirement income gap. Annuities are customizable and can be structured to meet unique financial needs.

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