Why roll over your 401(k) into an FIA annuity?

Consider This...

Do you have assets in one or more employee-sponsored retirement plans (i.e., 401(k), 403(b), profit-sharing plans) to which you are no longer contributing?

Do you want to continue...?
  1. Tax deferral
  2. Growth potential

With the added benefits of...

  1. Protection from market downturns
  2. Flexibility to customize income
  3. Creating a legacy

Achieve your retirement Goals

Rolling over tax-qualified retirement assets into an FIA annuity can help you achieve your retirement goals. Plus, you’ll receive the added benefits an annuity provides.

Continued Tax Deferral

Rollovers are tax-free as long as they follow IRS guidelines. You don’t pay taxes on any growth in your annuity until you withdraw money*

Guaranteed Lifetime Income

Enjoy benefits that can mirror the lifetime income of a defined benefit pension plan and Social Security when an annuity reaches its maturity date and a lifetime income option is chosen. This means that you can receive income you can’t outlive — guaranteed*

Growth
Potential

Gain interest credits from FIA's interest crediting strategies based, in part, on the upward movement of a market index.*

Plenty of Flexibility

Customize your retirement income timing and amounts by adding an optional income rider, available for a charge, to an FIA annuity. A rider may also offer additional benefits, such as inflation protection, benefits for confinement or terminal illness, and a death benefit.*

Protection from Market Downturns

Protect your retirement nest egg. FIA guarantees you will not lose money in your annuity due to market losses — even during economic downturns or if you may have years when you have no interest credited to your contract.

A Legacy for Your Loved Ones

Offer your loved ones a quick source of funds to settle matters after your death. Your beneficiary is guaranteed to receive your annuity’s full Accumulated Value or Minimum Guaranteed Contract Value, whichever is greater.*
 

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Ariel Rodriguez - Specialist in Wealth Accumulation & Transfer

Ariel Rodriguez is an experienced Wealth Accumulation & Transfer Specialist and has accumulated 20+ years experience in the Financial Service Industry. First starting out in the Real Estate Industry, then transitioning into the mortgage business where Ariel was in the top 5% company-wide.

Ariel later entered into the Medicare insurance industry where he exceeded sales goals by 200%, this only opened more doors for Ariel where he easily started to help folks with Safe Money Investments, Financial & Estate Planning, including Medicaid planning.

Ariel loves helping people manage their wealth and reach their financial goals with a team of professionals including well qualified attorneys, tax professionals and other advisors.

Ariel is fully committed to:

  • Listening to his clients;100%
  • Helping clients understand their options100%
  • Helping clients achieve their financial goals through careful, thoughtful and prudent planning100%
  • Providing highly personalized service100%
  • Creating and preserving wealth100%

Products and Services

  • Life insurance, term & permanent.
  • Annuities, deferred & immediate.
  • Estate Planning and Medicare Planning
  • Wealth accumulation & Transfer



Call to schedule a confidential consultation or fill out the form below and we'll help you achieve your retirement goals.

CALL 949-981-8028

 

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