Griessel Tiffany Financial Group

Call Us To Build, Protect, and Preserve Your Capital at 925-382-7494

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  • About
  • Retirement Income
    • Retirement Planning
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Business Life Insurance
    • Medicare Guidance
    • Long-Term Care
  • Strategies
    • 401k Upgrade/Rollover
    • 1035 Exchanges
    • Create Your Own Bank
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Contact
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401k Upgrade/Rollover

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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.

​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!

ASK US A FINANCIAL QUESTION

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Everyone’s financial situation is unique and there is NOT a one-size-fits-all retirement plan. Ask us any question and we'll provide you with an accurate answer.
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Contact Us:

Griessel Tiffany Financial Group.
(925) 382-7494
[email protected]​

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We do not warrant anything on this website, although we hope everything is accurate. We do not provide legal or tax advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a financial professional about your personal situation before making any financial decisions.

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