ANNUITIES/401Ks & ROLLOVERS
An annuity is a contractual financial product that is designed to accept and grow funds from an individual and then, upon annuitization, pay out a stream of payments to the individual at a later point in time.
The period of time when an annuity is being funded and before payouts begin is referred to as the accumulation phase. Once payments commence, the contract is in the annuitization phase.
Call us at 863-225-5650 for additional information on setting up your annuity and earn up to a 10% bonus on the first day or schedule an appointment.
A rollover is the process of moving your retirement savings from your retirement plan at work (401(k), profit-sharing plan, etc.) into an Individual Retirement Account(IRA).
Rolling over to an IRA allows you to keep your savings tax-deferred and typically gives you a broader choice of investments.
Call us at 863-225-5650 for additional information on how to do your rollover or schedule an appointment.