Annuities

Learn how annuities can provide you with a steady stream of income for life and boost your retirement savings. Discover the benefits of annuities and how they can help you achieve financial security and peace of mind.

Rollover Your 401(k) or IRA Into an Annuity at retirement: Secure Your Retirement Income

Looking to turn your retirement savings into guaranteed retirement income? Rolling it over into an annuity can be a smart move—especially if you want financial stability and lifetime income during retirement.

Why Consider a Rollover to an Annuity?

  • Guaranteed Income for Life – Protect yourself from outliving your savings.

  • Market Protection – Choose options with downside protection and potential growth.

  • Tax-Deferred Growth – Your money continues to grow tax-deferred until withdrawal.

  • No Early Withdrawal Penalty – After contract maturity (depends on contract e.g. 3-5-7-10-15yrs)

  • Customizable Payouts – Options for monthly income, joint payouts, or lump sums.

How It Works

  1. Direct Rollover – We help transfer your IRA funds directly to a qualified annuity—without triggering taxes.

  2. Select Your Annuity – Choose from fixed, indexed, or variable annuities based on your retirement goals.

  3. Begin Payouts – Start receiving income now or defer until a later date—it’s up to you.

We’re Here to Help

Income for Life

Annuities offer a guaranteed income stream that can provide financial stability throughout your retirement years. By investing in an annuity, you can ensure a steady flow of income for life, giving you peace of mind and security.

Income Boosters

Many annuities come with options for income boosters, allowing you to increase your regular payments over time. These features can help you keep pace with inflation and maintain your standard of living as you age.

Premium Booster

Some annuities offer premium booster options, allowing you to make additional contributions to your annuity to increase your future payouts. By taking advantage of these features, you can enhance your retirement savings and enjoy a more comfortable lifestyle in the future.

Ready to secure your financial future with annuities?

At the Financial Health Campaign, we work with top-rated annuity providers to ensure you get the most value and security from your rollover. Our experts guide you every step of the way—so you can retire with confidence.