Listen "Pam Krueger: The Best Wealthramp on How to Roll Your 401K or IRA"
Episode Synopsis
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: [email protected] 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!
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