Can I rollover my IRA? How do I rollover my IRA? When can I rollover my IRA?
Maryland Annuity Resource offers IRA Rollover services in Maryland, Washington D.C. and Virginia. We believe that having the right IRA is paramount in any investment portfolio. Having the correct IRA can make or break your retirement plans. If you chose a wrong IRA, or just do not understand the plan or even have suffered a severe loss, then you are in the right place. In the past you had an IRA with options for stocks, bonds, mutual funds, and even ETF’s.
We have good news for you. We do not offer those products because of the potential of loss of investment gains and even principal. Our products do not charge maintenance fees, inactive account fees, or any other strange fee that you didn’t know about until the fee was charged.
Our product choices are based on Annuities and the overall upside of index growth and fluctuations. The interest earned in our products cannot go down. Once you earn interest in our IRA Annuity, 401(k) Annuity, SEP IRA Annuity or Roth Annuity -it is locked in and cannot go down.
For as long as you have had a IRA with a mainstream brokerage house or through your employer, we are positive that you have experienced some form of loss. We do not want that to happen to anyone. Loosing money in any form is concerning. Far too many people have seen these losses as just part of the game, but it does not have to be that way. We are happy you are here and ready to make a choice for your future.
Qualifying Events for a IRA Rollover
Understanding all of your options. If you leave a job, there are typically four options:(1) Leave the money in your old plan, (2) Roll it into your new workplace plan, (3) Rollover to an IRA,(4) Cash out the plan or withdraw the balance.
Moving your funds. If you decide to roll over your IRA, you’ll just need to call us and we can get the process started by informing you on all of your options.
We can help you during the process to help explain all aspects of the IRA rollover process. The most important part to the whole process is a full understanding of the underlying investment choices within your IRA. We meet many clients that are proud to say and admit openly that they really do not have a clue. They go to work, contribute to their plan, if there is a gain they are happy, but they are sad if there is a loss. That is no way to prepare for retirement. Why leave your future income up to chance and karma? We will explain to you all aspects of your investment choices and the strategies to achieve income for life.
For more information about IRA rollovers and all of your options, click here.