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Writer's picture: Thongkhoun PathanaThongkhoun Pathana

Is there a way to roll a 401K into an INSUEANCE or ANNUITY policy with minimal tax penalty?


This kind of decisions should be carefully considered with an expert and also perhaps discussed with your tax advisor. There are qualified annuities that you could roll over a 401(k) into, however. If you’re interested, our expert Thongkhoun Pathana is very experienced in helping people with strategic tax moves and you can request a call from him by emailing mettapathana@gmail.com


Thongkhoun Pathana is a licensed insurance agent,

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