Roll Over Your 401(k) or IRA to a Fixed Index Annuity — Tax-Free, No Penalties

Tax-Free Rollover · No Penalties · No Medical Exam

Roll Over Your 401(k) or IRA Into
Guaranteed Lifetime Income
— Zero Market Risk

Move your 401(k), IRA, 403(b), or TSP directly into a Fixed Index Annuity — no taxes, no penalties. Your money keeps growing with zero market loss risk, and you lock in a guaranteed paycheck for life.

No life insurance required. Anyone can qualify. Takes less than 2 minutes to see your options.

Principal 100% Protected
No Surrender Penalty on Rollover
Guaranteed Income for Life
No Medical Exam Required
See My Rollover Options
Prefer to call? 949-817-2022

Simple Process

How a Tax-Free Rollover Works

01
Step 01

Free Analysis

Jesse reviews your current 401(k), IRA, or TSP and identifies the best annuity for your goals.

02
Step 02

Direct Transfer

Your money moves directly from your old account to the annuity — you never touch it, so no taxes or penalties.

03
Step 03

Zero Risk Growth

Your balance grows linked to market indexes with a 0% floor — you can never lose principal to a market crash.

04
Step 04

Guaranteed Income

Activate your lifetime income rider and receive a guaranteed monthly check for as long as you live.

Estimated Income

What Could Your Savings Generate?

Based on a typical 6% lifetime income rider payout rate. Actual rates vary by carrier, age, and product.

Rollover AmountEst. Monthly IncomeEst. Annual Income
$50,000$250/mo$3,000/yr
$100,000$500/mo$6,000/yr
$150,000$750/mo$9,000/yr
$200,000$1,000/mo$12,000/yr
$250,000$1,250/mo$15,000/yr
$300,000$1,500/mo$18,000/yr
$400,000$2,000/mo$24,000/yr
$500,000$2,500/mo$30,000/yr
$750,000$3,750/mo$45,000/yr
$1,000,000$5,000/mo$60,000/yr

Estimates based on a 6% income rider payout rate for illustration purposes only. Actual income depends on age, carrier, product, and accumulation period. Not a guarantee. Consult with Jesse for a personalized illustration.

Get My Personalized Estimate

Client Story

Real People. Real Results.

Robert M. — Retired Engineer, Riverside CA
Robert M.
Retired Engineer
Riverside, CA
“

I had $340,000 sitting in a 401(k) from my old job and I was terrified of another 2008. A coworker told me to call Jesse. Within a week, he had walked me through a direct rollover into a Fixed Index Annuity — no taxes, no penalties, no drama. That was three years ago. My account has never gone down a single dollar, and I'm now receiving $1,700 a month in guaranteed income. I sleep better than I have in years.

$340,000 rolled over — zero taxes, zero penalties
Principal never lost a dollar in 3 years
$1,700/month guaranteed income for life

Testimonial is illustrative. Results vary based on individual circumstances, product selection, and market conditions. Past performance does not guarantee future results.

Free Rollover Analysis

See Your Rollover Options in 2 Minutes

No obligation. Jesse personally reviews every submission.

Step 1 of 5Account Type

What type of account do you want to roll over?

📘

Free Download

The Retirement Savings Comparison Guide

IUL vs. 401(k) vs. Fixed Index Annuity — side-by-side comparison of tax treatment, market risk, liquidity, death benefit, and more. 8 pages, free.

📥 Download Free PDF Guide

No email required · Instant download

★★★★★

"Jesse walked me through the entire rollover process. My 401(k) is now protected from market crashes and I have a guaranteed income I can count on. Couldn't be happier."

— Robert M., Retired Federal Employee, Virginia

Licensed Insurance Broker — Multiple StatesNPN #2116192028+ Years of Financial ExperienceFree Consultation · No Obligation
949-817-2022