The free step-by-step guide to a tax-free 401(k)-to-annuity rollover — lock in guaranteed lifetime income and retire without market worry.
Everything you need to roll over your 401(k) into guaranteed income — without surprises or tax traps.
We respect your privacy. No spam — just your guide and a follow-up from a Driven Financial advisor.
A 401(k) is a savings account — not a retirement income plan. When you retire, the rules change, and the market doesn't care about your timeline.
A market drop in the first few years of retirement can permanently shrink how long your money lasts — even if the market recovers later.
Your 401(k) can run out. An annuity can be structured to pay you for life, so you never outlive your savings.
Every dollar in a traditional 401(k) will eventually be taxed as ordinary income. A properly structured rollover gives you control over the timing.
A direct trustee-to-trustee transfer moves your 401(k) into an annuity without triggering taxes — and converts a lump sum into income you can count on for life.
A direct rollover from your 401(k) to a qualified annuity avoids mandatory withholding and immediate taxation. Your money stays working for you.
Choose a payout that lasts as long as you do — and optionally covers a spouse — so a portion of your retirement is immune to market swings.
Modern annuities offer riders that allow withdrawals for emergencies, nursing care, or legacy goals without surrendering your income guarantee.
Everything you need to roll over your 401(k) into guaranteed income — without surprises or tax traps.
We respect your privacy. No spam — just your guide and a follow-up from a Driven Financial advisor.
"I was terrified of retiring into a volatile market. Rolling part of my 401(k) into an annuity gave me a guaranteed monthly check and let me sleep at night."
Robert M.
Retired, age 62