You are not required to transfer anything out of 401k. However you will have to face RMD requirements once you reach 73. Regarding to annuity, that is a financial tool to help people do income planning or mitigate market risks. You need to evaluated based on your overall retirement strategy to decide if it is a suitable tool for you. Wish you a peaceful and joyful retirement
@@jerrywealthtalks thank you so much Lerry. Could you tell me where is your office? May I go to you to get a consultation and phone number for your company please? I appreciate it your time
#找Jerry聊一聊 之 【云茶座 财富谈】 咨询预约链接：
wealthconsultation.gr8.com/
生命牜健康第一，然後才可能有配偶及子女的幸福。資產包括房子，現金，人壽保險。可以保護自己生活。
我更觉得健康资产更重要的！
这个境界很高了👍
讲的太好了
在你的视频里学到很多关于年金，保险等，谢谢分享！
健康
Dear Lerry I am preparing to retire. Can I keep my 401K as is, or must I transfer it out as an annuity? Thanks
You are not required to transfer anything out of 401k. However you will have to face RMD requirements once you reach 73. Regarding to annuity, that is a financial tool to help people do income planning or mitigate market risks. You need to evaluated based on your overall retirement strategy to decide if it is a suitable tool for you. Wish you a peaceful and joyful retirement
@@jerrywealthtalks thank you so much Lerry. Could you tell me where is your office? May I go to you to get a consultation and phone number for your company please? I appreciate it your time
有没有微信，可以咨询一下吗
如果需要进一步的探讨，欢迎预约和我的1对1私人财富规划。预约链接wealthconsultation.gr8.com/ 或者也可以添加客服微信: JerryWealthTalks 谢谢