Retirement
We Can Help with Your 401(k) Rollover
If you have a 401(k) from a previous job, we can help you decide if moving the funds into an annuity is the best option. We’ll help you look at your current plan’s benefits and set a plan for your retirement goals. If you find a 401(k) rollover1 is your best option, we make it easy and handle all the paperwork for you.
Why Choose a 401(k) Rollover
5 Reasons to Choose a 401(k) Rollover
By rolling over your 401(k) funds to a WoodmenLife retirement account, you can:
Continue to add money to the account and build more funds over time, thanks to tax deferral and potential growth.
Work with a WoodmenLife Representative to make sure your retirement account choices will set you up to accomplish your long-term goals.
Switch products easily with a direct 401K rollover. A direct rollover allows the ability to change products or accounts without incurring a tax penalty.
Avoid the red tape of trying to move the funds yourself.
Continue to defer taxes until withdrawal2, possibly at a time when you’re retired and may be in a lower tax bracket3.
Connect with WoodmenLife
A local WoodmenLife Representative can help you choose the best retirement products for where you are in life.
Disclosures
401(k) not offered as product. Products offered are IRA variable annuities, IRA fixed annuities and IRA mutual funds.
Withdrawals from an IRA prior to age 59 1/2 may be subject to a 10 percent penalty tax.
WoodmenLife, its employees and Representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.
WEB68 - 1/11/2022