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Why a Fixed Index Annuity might make sense for your old 401k
Manage episode 448736964 series 3570711
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In this episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime discusses the crucial topic of managing old 401(k) accounts. She shares her personal experiences of forgetting about these accounts after job changes and emphasizes the importance of not leaving retirement savings behind. Natalie explains the drawbacks of cashing out 401(k)s, such as tax penalties and loss of savings, and explores the benefits of rolling them over into other retirement vehicles like fixed index annuities. These annuities offer growth potential, principal protection, and tax-deferred growth, making them a valuable option for securing a stable financial future.
- Importance of managing old 401(k) accounts
- Awareness of forgotten retirement savings after job changes
- Consequences of cashing out 401(k) accounts, including tax penalties
- Benefits of rolling over 401(k) accounts into other retirement vehicles
- Overview of fixed index annuities as a rollover option
- Growth potential and principal protection offered by fixed index annuities
- Tax-deferred growth advantages of fixed index annuities
- Options for guaranteed income in retirement through annuities
- Evaluating old 401(k) options and the role of financial professionals
- Significance of proactive financial pl
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