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A Client’s Story – Option for a 401k Rollover

Tuesday, March 6th, 2012 and is filed under Financial Planning Blogs, Saving for Retirement

Katy, a female executive at Fortune 100 company, needed an income generation component added to her portfolio as she prepared to retire. Her company’s 401k administrator suggested that she roll over her 401k into a company-sponsored annuity. After discussing her situation with Cathy Dewitt of Dewitt & Dunn (Owner of Women Money & Power), Cathy was able to find an annuity option that would provide Katy over 40% more a month in income. Elated and thankful that she was not bound by the prospects of having to use her company’s annuity option, Katy was able to enjoy a substantially higher retirement income by utilizing Cathy’s expertise in the annuity market.

 

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Cathy DeWitt Dunn, President of DeWitt & Dunn, LLC, is the driving force behind Women Money & Power. With decades of experience in the financial services industry, Cathy specializes in helping individuals and families strengthen their retirement outlook with lifetime income solutions not available from traditional brokerage houses. She has helped countless investors start their personal journeys towards a stronger retirement with strategies designed to protect principal, generate retirement income that can’t be outlived, and eliminate market loss.

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