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solo 401k roth to buy fixed index annuity ?
Posted by JerryJG63 on October 19, 2026 at 10:32 amCan I use solo 401k Roth to buy fixed index annuity with lifetime income rider? I am 51 years old so I can’t transfer to IRA yet. If I can, what happen when the solo 401k dissolved after we closed the business?
Mark Nolan replied 6 hours, 18 minutes ago 2 Members · 2 Posts -
1 Reply
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JerryJG63
October 19, 2026 at 10:32 amCan I use solo 401k Roth to buy fixed index annuity with lifetime income rider? I am 51 years old so I can’t transfer to IRA yet. If I can, what happen when the solo 401k dissolved after we closed the business?
JerryJG63 -
Mark Nolan
October 22, 2026 at 10:13 amYes, the solo 401k rules allow for investing in annuities. See the following: https://www.mysolo401k.net/can-a-solo-401k-invest-in-annuities/
mysolo401k.net
Can a Solo 401k Invest in Annuities? - My Solo 401k Financial
My Solo 401k Financial offers self-directed Solo 401k, IRA LLC & ROBS 401K Retirement Plans. Learn about Can a Solo 401k Invest in Annuities?
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