Financial Protection
Americans are navigating financial pitfalls, trying to provide for their families’ futures, keep insurance from lapsing, or increase housing equity, among other investment alternatives. With an uncertain job market and pensions being dissolved or unpaid, Americans are finding nowhere to turn to accomplish these tasks. While this is the reality now, investors can roll over their 401k, Roth, or traditional IRA into an annuity.
There is even an option to place that annuity inside a trust for further protection. Stipulations can then be placed that payments are made to the beneficiary when they graduate college or have their 1st child. Any prerequisites established will be met.
An annuity is a self-funded pension plan that pays out for a lifetime. It can also be used in the event you become disabled or to cover medical expenses. You can either roll part or all of your 401k, Roth, or traditional IRA into it. It features a tax-deferred loan option with a guaranteed floor, which means that the annuity will make money regardless of how the market performs. This feature makes it a no-risk product. You can even make money rolling your annuity over.
Here at Rorka, we care for our clients like family because we are indeed family. With any of our investment products comes the guarantee that not only will we deliver the product, but we will also perform periodic reviews to make sure that you are still getting the best deal and tax breaks. We make sure our clients are not losing any money. We can even find your old or lost 401k.
What Happens to Your Annuity in the Event of Your Absence?
Set a beneficiary for your annuity in the event of your absence. All proceeds are paid directly to the beneficiary without delay upon approval. Avoid time-consuming and costly court litigation and make sure all responsibilities are taken care of, including your family, in a time when they need it most.