If your retirement savings account (IRA, 410k or 403b) is currently invested in mutual funds, and you are at all concerned with the potential for market losses, watch this short video to learn how you can protect the retirement money from any investment losses.

In this video, you will learn:

  • why and when you should consider an IRA rollover
  • how to avoid taxation or penalties on a rollover
  • how you can protect your IRA money from investment losses
  • how to convert your IRA into a guaranteed lifetime income (like a pension plan)
  • the benefits of transferring 401k or 403b assets into IRA assets