Changed jobs or getting close to retirement? This free one-page guide walks through your options for an old 401(k), how a rollover to an IRA fixed index annuity works, how a multi-year Roth conversion plan can fit in, and who this approach may or may not suit.
What’s inside
- Your four options for an old 401(k)
- What a rollover to a fixed index annuity can do, along with its costs and limits
- A step-by-step Roth conversion path
- A side-by-side comparison: staying in your 401(k) vs. an IRA fixed index annuity
- Who this is typically considered for, and when it may not be a fit
Want to talk through your situation? Book a free 45-minute 401(k) Rollover & Roth Conversion Review. Call (713) 570-6295 or email info@jvfinancialservices.com.
This guide is general information, not individualized tax, legal, or investment advice. Full disclosures are included in the PDF.