• How to do a 401k Rollover to an Annuity

  • Mar 28 2025
  • Length: 11 mins
  • Podcast

How to do a 401k Rollover to an Annuity

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  • Summary

  • 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.
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