Home Contact Us Site Map Site Search Annuity Advantage Blog

About Us

Legal Info

Privacy Policy

IRA Qualified Annuities

Research and Compare Hundreds of CD-Type, Fixed and
Equity-Indexed Annuities Ranked by Highest Yield to Surrender
Questions? Give us a Call
Annuities, Annuity Rates, Fixed Indexed Annuities and Annuity Quotes
CD-Type Annuities Fixed Annuities Equity-Indexed Annuities Annuity Search
Request an Immediate Income Annuity Quote
AnnuityAdvantage.com - Click For Review
Subscribe to our Free Annuity Rate Update Newsletter
Annuities Explained
Equity-Indexed Annuities Explained
Stock Market Growth With No Market Risk
Sell Your Annuity or Structured Settlement for Cash
IRA Qualified Annuities
Is Your Annuity Company Giving You The Best Deal?
What is a 1035 Exchange?
Free Annuity Exchange Evaluation Service
When Your Annuity Becomes a Tax Time-Bomb
Retirement Mistakes - Don't Let the IRS Take 20-30% of Your Company Retirement Account
When Your IRA Becomes a Tax Time-Bomb
Increase Bank Deposit Yields by 45%
Articles - Personal Financial Advice Arranged by Topic
Newsletters - Current and Archived Issues
Financial Calculators
Free Maturing CD Notification Service
Split-Funded Annuities
Life Expectancy Tables
State Guarantee Funds
Annuities of the Month

Guggenheim Life
Preserve MYGA 10 (250k)

Ten Year Guaranteed
Interest Rate

10 Year Surrender Term

B++ (Good) Rating
from A.M. Best

Product Profile

Request More Information

American National
Palladium Century 7

First Year Interest Rate
10 Year Surrender Term

A (Excellent) Rating
from A.M. Best

Product Profile

Request More Information

Midland National
Guarantee Ultimate 5 (200k)

Five Year Guaranteed
Interest Rate

5 Year Surrender Term

A+ (Superior) Rating
from A.M. Best

Product Profile

Request More Information




IRA Qualified Annuities

Like many Americans, you may own an IRA. One of the most common misconceptions among IRA owners is that they must keep their IRA where it is. When in fact, nothing could be further from the truth. 

As an owner of an IRA, you have complete control over where you want to invest your IRA funds. Especially if you are unhappy with its current rate of return or the service you are receiving from the institution where your IRA is presently held. You can transfer your IRA to another IRA qualified investment without penalty or having to pay any income tax. This is done via an IRA Rollover or a Direct Transfer

Annuity products are a safe and secure alternative - and with interest rates that are better than most bank CDs, Savings Accounts or Money Market Funds. Also, if your IRA is currently in a Mutual Fund and you are concerned about the risk to your principal, an Annuity is an excellent way to guarantee your principal with an opportunity for greater growth. 

In these uncertain times, protecting your nest egg and earning a competitive return on your IRA is more important than ever. With annuity products offered by AnnuityAdvantage, your IRA funds grow without the risk associated with the stock market and at a higher interest rate than is generally offered by Bank CDs, Savings Accounts or Money Market Funds!

If you would like one of our licensed Specialists to review your IRA Rollover and Transfer options, simply complete our IRA Rollover/Transfer Form or if you would prefer to speak directly with one of our Specialists, please call us toll-free at 1-800-239-0356.

How Do I Do an IRA Rollover or Direct Transfer?

IRA Rollover
If you want to rollover an IRA, either Traditional or Roth, you need to request a check from the current custodian or institution that handles your IRA. That check will be made payable to you personally. You are then free to do what you want with that money. As long as you put the money from the old IRA into a new IRA within 60 days, your IRA remains intact and you won't owe any federal income tax or tax penalties on the money. So, as you can see, it's important to make sure that the money is put back into your new IRA account within 60 days. The IRS allows you to "Rollover" your IRA in this fashion, once every 12 months.

Direct Transfer
In many cases you may wish to transfer your money directly from one IRA custodian to another. By doing a "Direct Transfer" you avoid the risk of owing any federal income tax or tax penalties and you don't have to worry about the 60-day requirement. Unlike a "Rollover", which can only be completed once every 12 months, the IRS does not limit the number of times you can "Transfer" your IRA.

If you would like to learn more about or pursue an IRA Rollover or Direct Transfer, please call us toll-free at 1-800-239-0356.

Bookmark and Share

Follow Us

First year yield/rate reflects fixed rate plus premium bonus or interest rate enhancement.
Interest is based on current rates and subject to change without notice.
Send email to webmaster@annuityadvantage.com with questions or comments about this web site.
Copyright 2001-2015 AnnuityAdvantage.com