If you’ve recently retired and aren’t sure how or where to rollover your 401K, we can help. It can be daunting choosing from fixed annuities, equity indexed annuities, mutual funds, individual stocks & bonds, bank CDs, money market accounts, and investment real estate (if an IRA is involved). No one option is right for everyone – in fact, the soundest investment could be a combination of the above!
At Keystone Insurers Group we specialize in finding a 401K rollover solution that maximizes your return on investment, while minimizing your risk exposures. Your level of risk comfort will dictate how – and with whom – we invest your 401K.
Here, you’re the boss!
Give us a call at 888-502-0674 to speak with one of our dedicated agents or fill out the form on this page for more information on our 401K rollover solutions.