035 Should you transfer your 401k retirement plan to an annuity?

by | Dec 13, 2022 | Qualified Retirement Plan | 15 comments

035 Should you transfer your 401k retirement plan to an annuity?




In this episode, The Annuity Man discusses:
What a 401K is and how it affects your retirement.
Market growth versus contractual guarantees.
Shopping annuities like you shop for plane tickets.
Understanding proportion and allocation.

Key Takeaways:
What do you want the money to contractually do? When do you want those contractual guarantees to start?
If you want market growth, don’t buy an annuity.
The best annuity is the one that provides the best contractual guarantee for your specific needs.
Nobody knows what is going to happen with inflation. If hyperinflation hits, at that time you solve for what you need then.

“You have to be specific about what you want the money to contractually do.” — Stan The Annuity Man

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15 Comments

  1. FYahooo

    Annuities are too expensive, the fees are too high. The only other “investment” that is more expensive is life insurance.

  2. hisagisan

    “Highest contractual guarantee.” You speak as if the company doesn’t matter because their financial strength matters.

  3. Mike Hoefer

    Taxes, probate and death benefits. 401 vs. FIA? What say you, Guru?

  4. June Abe

    I would like to. get free books

  5. Milo Milano

    I am not a unicorn chasing butterflies. LOL. More like a squirrel burying all my seeds and nuts.

  6. Ross Boyack

    I got screwed doing this. 1.3% interest what a joke

  7. Mike O'Sullivan

    There are some extreme examples here or I should say comments. And I understand that the industry has somewhat earned that name.
    With that said, an annuity can be a great complimentary vehicle / Insurance product to go with social security. In the sunset it Bridges the required income gap

  8. Connor Dunckel

    wait until the next big dip and dump it all in qyld, no growth at all but the income would be good, or spread it in safer dividend etfs like schd, pey, vym, sphd

  9. david czapla

    So if I understand this correctly, I would hand over my 401k to an insurance company. And they in turn guarantee a steady return?

  10. TOM DAPS

    It works! Thanks Stan!!

  11. Beerbrewer737

    I am a mechanic so what the hell do I know…

    Granted this is a very simplistic view but I will NEVER take the advice of an annuity salesman (especially because the commissions are so high) on whether or not I should invest in an annuity. I would rather talk to a few advisors that get paid regardless of how I invest. I am not saying I would never invest in annuity but a person selling you that has little to no fiduciary responsibility.

  12. OldCountryman

    No! No no no no. Annuities are a rip-off. They invest your money in the market take a big cut and give you what’s left. It’s stupid.

  13. K Danagger

    Annuities are insurance policies. Insurance companies exist to make a profit. On average your total lifetime payout will be MUCH less if annuitize your 401K vs. investing it yourself and managing it actively.
    Annuities are also only as secure and the financial institution that issues them. In the event of a banking collapse, you can loose your income and assets just as fast as investing in the market.
    If we have high inflation – which is starting to look like a certainty, the purchasing power of your fixed income annuity is going to rapidly become worthless. I personally believe it's better to stay in the market, or invested in other inflation hedge assets. Those assets could be precious metals, or crypto, etc.

  14. K V

    Good job Stan thank your good info to get a good night sleep keep it up

  15. David C

    Love the fun with annuities chanel. Thanks Stan

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