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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    Connect with The Annuity Man:  Website: http://theannuityman.com/  Email: Stan@TheAnnuityMan.com  Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g  Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!
“Fun With Annuities” The Annuity Man Podcast
https://www.TheAnnuityMan.com
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