401k Rollover

Questions to ask before rolling a 401k into an annuity.

A rollover can change fees, investment options, withdrawal access, tax handling, creditor protections, and income features. It should be reviewed against your full retirement picture.

• What income problem is the annuity intended to solve?
• How much liquidity should remain outside the annuity?
• What surrender schedule, riders, fees, and tax rules apply?

This page is educational only and does not determine whether a rollover is suitable for your circumstances.