Durham, NC (1888PressRelease)
October 23, 2009 - When it comes to finances, investors have “rollovers,” meaning they have the lucrative opportunity to reinvest funds from a matured asset (like CDS or bonds) into an annuity, an investment that can provide for their financial futures for years.
“If your current CD or bond has or is about to expire, or if your funds were removed from a 401k, consider reinvesting your rolled-over funds into an annuity. If you follow the guidelines of investments, your annuity rollover can place you in a financially comfortable situation,” the article states.
There are two very common examples of annuity rollovers: pension to annuity, and mutual funds to annuity.
Pension to annuity are typically for those employees who don’t have full confidence in their company’s pension plan and want something more reliable.
Mutual funds to annuity are for those who want a safe investment and a lifelong income.
“For people looking to change the look of their portfolios by allocating more money to fixed-income investments and less to risky ones, a mutual funds to annuity rollover would do the trick,” the article states.
There is any number of reasons to exchange investments, including an individual’s change in circumstances, lifestyle, or goals, etc. But before an investor does so, they should consult with a financial professional or their life insurance agent to make sure it’s the right move for them.
For more information, visit
InsuranceAgents.com ###
If your current CD or bond has or is about to expire, or if your funds were removed from a 401k, consider reinvesting your rolled-over funds into an a
