IRAs & Rollovers
For the kingdom of heaven is as a man travelling into a far country, who called his own servants, and delivered unto them his goods. And unto one he gave five talents, to another two, and to another one; to every man according to his several ability; and straightway took his journey. Then he that had received the five talents went and traded with the same, and made them other five talents. And likewise he that had received two, he also gained other two. But he that had received one went and digged in the earth, and hid his lord’s money. After a long time the lord of those servants cometh, and reckoneth with them. And so he that had received five talents came and brought other five talents, saying, Lord, thou deliveredst unto me five talents: behold, I have gained beside them five talents more. His lord said unto him, Well done, thou good and faithful servant: thou hast been faithful over a few things, I will make thee ruler over many things: enter thou into the joy of thy lord. He also that had received two talents came and said, Lord, thou deliveredst unto me two talents: behold, I have gained two other talents beside them. His lord said unto him, Well done, good and faithful servant; thou hast been faithful over a few things, I will make thee ruler over many things: enter thou into the joy of thy lord. Then he which had received the one talent came and said, Lord, I knew thee that thou art an hard man, reaping where thou hast not sown, and gathering where thou hast not strawed [sewn]: And I was afraid, and went and hid thy talent in the earth: lo, there thou hast that is thine. His lord answered and said unto him, Thou wicked and slothful servant, thou knewest that I reap where I sowed not, and gather where I have not strawed: Thou oughtest therefore to have put my money to the exchangers, and then at my coming I should have received mine own with usury [interest]. Matthew 25: 14-27
Why IRAs & Rollovers?
Generally, IRAs and Rollovers to IRAs can be used to accumulate wealth and provide retirement income, passing the remainder, if any, to loved ones or charity upon death. Some offer tax deductibility.
Why use Liberty Assurance Group® for an IRA or Rollover? That’s easy.
- We can lock in the gains you’ve made in your retirement plan and prevent future losses due to stock market downturns and crashes.
- Tell us about your financial objectives, and together we can discuss options to help you succeed, whether you want your savings to grow indefinitely or be turned into a lifetime income stream for retirement or other purposes.
- We’ve rolled over millions of dollars from 401(k) and 403(b) plans to IRAs with good earnings potential and no risk of loss from stock market volatility. Rollovers are not a taxable events.
- Your current retirement plan account might need years to recover from the next crash just to return to a pre-crash level. Why risk it?
- Annuities, brokerage accounts, CDs, mutual funds, and other products can be used as the underlying financial product of an IRA.
- We use Fixed Index Annuities and Multi-year Guarantee Annuities as the underlying financial products for the IRAs we offer.
- Click here to learn about Annuities.
- Besides roll-overs, we’ve transferred millions of dollars from existing IRAs to new ones and set up new accounts for first time users.
- The tax-deductible nature of some IRAs could reduce your taxes if you continue to add funds to your account.
- This general overview does not guarantee anything about any IRA Annuity you purchase.
- Prior to applying for an IRA Annuity, carefully read consumer brochures, outlines of coverage, illustrations, and sample policies (if any), available from the insurance company. There is no substitute for documentation from the insurance company.
- Premium deposits to your IRA Annuity, as well as withdrawals, surrenders, and payments from it, and all other features, are subject to specifications in the policy, insurance company rules, and governmental regulations. Read your policy as soon as you receive it. Ask questions and promptly cancel the policy if you’re dissatisfied.
Receive more information from us about an IRAs or Rollover that might be right for you.
Call us at 888-524-4621 or click here to send and e-mail.
Make an appointment or drop by our office at 740 Hwy. 49, Suite L, Flora, Mississippi, in the Cotton Exchange Plaza.
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