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.

You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by step. From submitting the application to funding the annuity and activating your benefits, I explain what to expect and when.

We’ll cover:

• Why your advisor never touches your money
• How direct rollovers protect you from unexpected taxes
• When you’ll get your policy and how to set up your online access
• What your “free look” period means and why it matters

Whether you’ve already bought an annuity or are still thinking about it, this episode will help you feel more confident and prepared.

Want help with your own retirement plan? Visit AtlasAnnuity.com to schedule a call.

When you put money into an annuity, how do you know it’s safe? In this episode, we’re breaking down exactly how annuity companies protect your money—and what safeguards are in place if something goes wrong.

You’ll learn:

• Why life insurance companies are some of the strongest financial institutions
• The multiple layers of protection that keep your annuity secure
• What happens if an insurance company runs into financial trouble

Annuities can be a great retirement tool, but only if you have confidence in the company holding your money. Tune in now to get the facts and make informed decisions about your financial future.

Watch the full episode now!