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Two major asset managers now offering annuities as an asset choice in 401K plans

  • 1.  Two major asset managers now offering annuities as an asset choice in 401K plans

    Posted 01-05-2025 19:35
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    Two major asset managers: Fidelity and State Street have begun offering annuities as an asset choice in 401K plans. 

    This article from the Wall Street Journal explains this new development.  Traditionally, 401K investors have had to roll over their 401K plans

    to an IRA rollover or directly to insurance companies to have the choice of annuitizing a portion of their assets



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    TODD BLICKENSTAFF
    President and Program Chair
    Portland, OR Chapter
    Co-coordinator Income and Cash Flow SIG Group
    American Association of Individual Investors (AAII)
    trblick@yahoo.com

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