A rollover occurs when you withdraw funds or assets from one eligible retirement plan and, within 60 days, transfer all or part of the amount into another qualifying retirement plan.

We can assist with 403(b) accounts too! Our process remains the same, as 403(b) accounts are quite similar to 401(k) accounts.

Certainly! If you have a Rollover Boost 401(k), we will guide you through the process of transferring it to a IRA, ensuring you retain your current tax advantages.

The distinction between Traditional and Rollover Boost accounts lies in the timing of tax application to your funds. In a Traditional account, contributions are made pre-tax, meaning money directed into a traditional 401(k) is deducted from your paycheck before taxes. The funds then grow over time as your 401(k) investments appreciate, and taxes are applied when you begin withdrawing the money during retirement.

Conversely, with a Rollover Boost account, your initial contributions are made after-tax. Since you’ve paid tax upfront, you won’t owe any tax when you start withdrawing assets during retirement.

Think of a Traditional account as a “tax-me-later” account, whereas a Rollover Boost account is a “tax-me-now” account.

You can roll over your IRA,
401(k), 403(b), or lump sum pension payment into an annuity tax-free.

Indeed, and it’s frequently a wise decision. Maintaining multiple 401(k)s introduces challenges such as varied fees and investment options, making it more cumbersome to track your investments. Streamlining into a unified indexed annuity through a rollover simplifies monitoring, ensuring your fees and investments align appropriately.

To offer our customers a complimentary service, we’ve formed partnership agreements with insurance providers. They compensate us if you decide to open an account through our platform. Our focus is on simplifying your retirement accounts, and our success aligns with yours. Even in cases where we may receive no compensation, we assist individuals with existing IRA accounts because it’s the right thing to do.

Unlocking the potential of indexed annuities: a guaranteed base return paired with market-based growth. Experience a higher potential upside than traditional fixed contracts with lower risk compared to variable annuities.