South Carolina

Best Annuity Rollover PlanTalk To A Rollover Pro AnnuitySecure Your Annuity Rollover

Move Your Retirement Funds Into an Annuity and Talk to a Rollover Pro for Guidance.

Talk to a Rollover Pro to Ensure Your Annuity Funds Move Without Any IRS Penalties!

Tax-Free Transfer

No IRS Penalty

Licensed in South Carolina

Talk To A Rollover Pro Annuity

A specialist will contact you to ensure your transfer is handled tax-free.

How much are you looking to rollover? No commitment, just tailors your options.

🔒 Get expert guidance on tax-free rollovers to annuities

Talk To A Rollover Pro Annuity

A specialist will contact you to ensure your transfer is handled tax-free.

How much are you looking to rollover? No commitment, just tailors your options.

🔒 Get expert guidance on tax-free rollovers to annuities

43 retirees moved their 401(k) and IRA funds to annuities tax-free this month

How It Works

Three simple steps. About 60 seconds to start.

Step 1

Share Your Details

Takes about 60 seconds, no account, no spam.

Step 2

Speak With a Specialist

A licensed specialist in your state calls, no pressure, ever.

Step 3

Get Your Analysis

Personalized to your situation, and 100% free.

Trusted by 10,000+ Americans planning retirement

Why Roll Over to an Annuity

Guaranteed Lifetime Income

Turn your 401(k) or IRA into a pension-like income stream that you can never outlive.

Tax-Free Transfers

Use direct rollovers and 1035 exchanges to shift funds without income tax or IRS penalties.

Principal Protection

Lock in gains and shield your retirement savings from market volatility with fixed interest.

Understanding Annuity Rollovers

Professional guidance to help you move retirement funds the right way.

401(k) to Annuity Rollover

Execute a direct custodian-to-custodian transfer to avoid the 20% mandatory withholding tax.

IRA Repositioning

Move your IRA funds into an annuity to gain stability and predictable growth for your future.

1035 Exchange

Trade your underperforming annuity for one with better features or rates without any tax hit.

Pension Lump Sum Transfers

Convert your company pension into an annuity for potentially higher lifetime monthly payouts.

Rollover Options Comparison

Understanding your tax-free rollover choices

Rollover Type	From Account	To Account	Tax Impact
401(k) Rollover	401(k)	Annuity IRA	No tax (direct)
IRA Transfer	Traditional IRA	Annuity IRA	No tax
1035 Exchange	Existing Annuity	New Annuity	No tax
Pension Rollover	Pension Lump Sum	Annuity IRA	No tax (direct)

Annuity Rollover Questions

Ready to Start Your Tax-Free Rollover?

Get the guidance you need to move your retirement funds safely.