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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:

  1. Continue to add money to the account and build more funds over time, thanks to tax deferral and potential growth.

  2. Work with a WoodmenLife Representative to make sure your retirement account choices will set you up to accomplish your long-term goals.

  3. Switch products easily with a direct 401K rollover. A direct rollover allows the ability to change products or accounts without incurring a tax penalty.

  4. Avoid the red tape of trying to move the funds yourself.

  5. Continue to defer taxes until withdrawal2, possibly at a time when you’re retired and may be in a lower tax bracket3.

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Competitive Annuity Rates

See the most current WoodmenLife annuity interest rates.

Connect with WoodmenLife

A local WoodmenLife Representative can help you choose the best retirement products for where you are in life.

Disclosures
  1. 401(k) not offered as product. Products offered are IRA variable annuities, IRA fixed annuities and IRA mutual funds.

  2. Withdrawals from an IRA prior to age 59 1/2 may be subject to a 10 percent penalty tax.

  3. 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

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© 2022 Woodmen of the World Life Insurance Society
Omaha, Nebraska

This is a solicitation of insurance and an agent may contact you.

Securities are offered through Woodmen Financial Services, Inc. (WFS), 1700 Farnam Street, Omaha, NE 68102, 877-664-3332, member FINRA/SIPC, a wholly owned subsidiary of Woodmen of the World Life Insurance Society (collectively “WoodmenLife”). Securities other than the WoodmenLife Variable Annuity are issued by companies that are not affiliated with WoodmenLife. This material is intended for general use with the public. WFS is not providing investment advice for any individual or any individual situation, and you should not look to this material for any investment advice. WFS has financial interests that are served by the sale of these products or services.

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A+ Financial Rating

This company was issued a A+ (Superior) rating by the A.M. Best Company, click for additional details. WoodmenLife has been awarded a rating of A+ (Superior), the second highest ranking out of 15, for its financial strength and operating performance in 2021 by A.M. Best, an independent rating company that is nationally recognized for its objective reporting and rating of insurers.

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