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401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQ

401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQ

401k Rollover to Annuity: How It Works and When It Makes Sense | AnnuitiesHQMarc Johnston-Roche
Published on: 18/01/2018

Rolling a 401k into an annuity can create guaranteed lifetime income from your retirement savings. Learn the step-by-step process, tax rules, and when a rollover makes financial sense.

Annuity EducationFinancial PlanningRetirement Planning
10 Questions to Ask Before Buying an Annuity | AnnuitiesHQ

10 Questions to Ask Before Buying an Annuity | AnnuitiesHQ

10 Questions to Ask Before Buying an Annuity | AnnuitiesHQMarc Johnston-Roche
Published on: 06/06/2017

Before committing to an annuity, ask these 10 critical questions. From surrender charges to carrier ratings, this checklist helps you buy with confidence and avoid costly mistakes.

AnnuitiesAnnuity TypesAnnuity EducationFinancial PlanningRetirement Planning
Best Annuities for Retirement: How to Choose the Right Type | AnnuitiesHQ

Best Annuities for Retirement: How to Choose the Right Type | AnnuitiesHQ

Best Annuities for Retirement: How to Choose the Right Type | AnnuitiesHQMarc Johnston-Roche
Published on: 06/03/2017

Not all annuities are created equal. This guide breaks down which types of annuities work best for retirement income, who each type suits, and what to look for before you buy.

AnnuitiesAnnuity TypesAnnuity EducationRetirement Planning
Best Investments for Retirement | AnnuitiesHQ

Best Investments for Retirement | AnnuitiesHQ

Best Investments for Retirement | AnnuitiesHQMarc Johnston-Roche
Published on: 11/01/2017

A practical breakdown of the best retirement investments — 401(k)s, IRAs, bonds, annuities, and mutual funds — and how to build a portfolio that generates reliable income.

Retirement Planning