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One of the most common questions I get is, “How do you fund an annuity?” 💰 The answer depends on where your money is currently located. Qualified money such as old 401(k)s, IRAs, 403(b)s, TSPs, and other retirement accounts can often be rolled into an annuity. Non qualified money, such as money from savings or brokerage accounts, may also be used. The key is that the funds must meet the minimum requirements of the insurance company and you MUST be suitable for an annuity as well! That’s one of
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One of the most common questions I get is, “How do you fund an annuity?” 💰 The answer depends on where your money is currently located. Qualified money such as old 401(k)s, IRAs, 403(b)s, TSPs, and other retirement accounts can often be rolled into an annuity. Non qualified money, such as money from savings or brokerage accounts, may also be used. The key is that the funds must meet the minimum requirements of the insurance company and you MUST be suitable for an annuity as well! That’s one of
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TikTok_melissamarieofficial2.0
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Most annuity contracts are over 40 pages long. Why? Because they’re built to protect them, not you. If you’re over 50 and already own or are considering an annuity, you owe it to yourself to see what’s really going on under the hood. Join Rawney McVaney for a no-fluff webinar that breaks down how annuities work, the risks advisors often leave out, and what smarter options may be available. *Investments in private placements, and start-up investments in particular, are long-term, illiquid, specul
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