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401k Upgrade/Rollover

     You can roll over your IRA, 401(k), 403(b), or lump sum pension payment into an IRA-indexed deferred annuity tax-free into which you can deposit your retirement funds directly. Additionally, you can have your employer roll over your 401(k) funds into an annuity without withholding any taxes.

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     You are permitted to roll over such payments into an IRA-indexed deferred annuity to allow it to grow without losing any value! You can then can withdraw these funds anytime at a later date or have a lifetime guaranteed income for you and your spouse!

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     Locating and purchasing an IRA-indexed deferred annuity is easy if you take advantage of our expertise, experience, and financial tools we have to offer!

 

     We will assist you in completing the necessary forms, after which the insurance company will complete the transfer!

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