Pam Krueger: The Best Wealthramp on How to Roll Your 401K or IRA

In this episode, The Annuity Man and Pam Krueger discuss:

• Finding fiduciary financial advisors
• Customizing an annuity according to your goal
• Rejecting pushy pitches from agents
• Avoiding costly mistakes through education

Key Takeaways:

• Seek independent, fee-only, fiduciary advisors focused solely on your interests, not commissions or product sales.
• Avoid one-size-fits-all annuity recommendations; annuities should be evaluated based on individual needs and financial situations.
• Take advantage of the one-year do-not-solicit period after rolling over a 401(k) to an IRA to avoid urgent pitches from agents pushing specific products.
• Thoroughly educate yourself, analyze the product, and seek a second opinion before committing large sums to annuities to avoid costly mistakes.

"People know when they're looking for advice, they want a fiduciary. They want someone who's fee-only because they want someone who works only for them, not someone who sells insurance or sells mutual funds" —  Pam Krueger

Connect with Pam Krueger:

Website: https://wealthramp.com/  | https://www.pamkrueger.com/

LinkedIn: https://www.linkedin.com/in/pamkrueger/

Twitter: https://twitter.com/PamkruegerTV