Let us help you rollover and consolidate your retirement funds. Get a more complete view of your financial picture by consolidating your old 401(k), 457(b), 403(b), or other qualified retirement plan.

We can walk you through the simple process – from contacting your former employer to helping you choose investments. We can also explain the advantages and disadvantages of converting a 401(k) to a Traditional IRA or Roth IRA.

Lastly, consolidating your IRAs into one IRA can make it easier to manage your portfolio and maintain diversification.

We use Fidelity Investments as the custodian of your assets. With Fidelity, you’ll have access to a broad range of mutual funds, stocks, bonds, ETFs, U.S. Treasuries, and FDIC-insured CDs.

Roll Over Your 401k Distribution

Rather than paying ordinary income tax on your entire retirement plan distribution, you might consider rolling some or all of the distribution into a traditional IRA.  Inside a traditional IRA you have unlimited investment options versus being limited to those investment options offered by your employer.

We use Fidelity Investments as the custodian of your assets. With Fidelity, you’ll have access to a broad range of mutual funds, stocks, bonds, ETFs, U.S. Treasuries, and FDIC-insured CDs.

Read important information on 401K Rollovers, transfers, and options »