Alaska
Tax-free transfer • Guaranteed growth • Lifetime income options
No taxes • No penalties • Expert rollover assistance
3,947 Alaska residents rolled IRA/401(k) funds to annuities this year
Unlike market-based IRAs, annuities protect principal from market crashes
Convert IRA savings to guaranteed lifetime income you can't outlive
Direct rollovers avoid taxes and penalties - transfer wealth efficiently
Protect and grow your retirement savings with guaranteed options
Direct rollovers from IRAs/401(k)s to annuities are completely tax-free. No income tax, no 10% penalty, no reporting required.
Fixed annuities offer guaranteed rates (currently 5-6%+). No market risk, predictable growth for your IRA funds.
Convert IRA/401(k) to guaranteed lifetime income. Create your own pension that lasts as long as you live.
Annuities satisfy RMD requirements. Take required distributions while keeping remaining funds guaranteed.
Step-by-step process for tax-free direct rollover
| Step | Timeline | What Happens |
|---|---|---|
| Application | 15-20 minutes | Complete annuity application with specialist |
| Rollover Paperwork | 1-2 days | Sign direct rollover forms for IRA custodian |
| Custodian Processing | 5-10 days | Current IRA custodian processes transfer |
| Annuity Funded | 7-14 days total | Funds received, annuity activated |
Tax-free rollover to guaranteed growth and lifetime income options