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Thinking about rolling your 401(k) into an annuity? You’re not alone—and asking that question puts you ahead of the game. With retirement on the horizon for many, figuring out how to turn a lump sum into steady, reliable income is more important than ever. But the decision isn’t always straightforward. On this episode of the Slow Money Show by Revise, we cut through the noise and break down what it really means to roll over your 401(k) into an annuity—and whether it’s the right fit for your financial game plan.

We’ll cover:

• What actually separates a 401(k) from an IRA annuity—and why it matters
• How to evaluate your current 401(k)'s performance, fees, and flexibility
• The key questions you must ask before making the switch
• How to roll over without triggering taxes or penalties
• Who this strategy works best for—and when to avoid it

Whether you're close to retirement or just tightening up your financial game, this episode gives you the clarity to move forward with confidence.The Slow Money Show is available on YouTube, Spotify, and Apple Podcasts! New episodes drop every Monday & Thursday on all platforms!

*Not financial or tax advice.