Can You Roll Over Your 401(K) or IRA Into an Annuity?
Wendy Swanson explains that funds from qualified accounts such as 401(k)s, 403(b)s, and other investments can be rolled over or transferred into an annuity to continue growing tax-deferred.
Video Transcript
You can roll over any sort of funds into annuity. It could be a 401(k a 4 3 or 4.5. These are all qualified accounts that we have. There are employers. Mutual funds can be liquidated and moved into annuities, seed money. All these things are capable of being placed into an annuity.
