Do you have one or two old 401k statements sitting around that you’ve never done anything with? It may make sense to roll those over into an IRA or other account. Some 401k plans have excessive fees and

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many can have limited investment options.

We can help you specifically do the following:

  1. Decide if rolling over is the right option for you based on your tax situation and retirement outlook. It may be prudent to leave it where it is, roll it over into another qualified plan, or rolling it over into an IRA.
  2. Open an IRA. We can help you with getting everything set up. We can also discuss whether it should be a Traditional IRA vs. a Roth IRA and what the consequences are for either.
  3. Help Initiate the Direct Rollover from your qualified plan. If it’s decided it’s best to roll it over we can help walk you through the steps of getting it from point A to point B.wecanhelp401krollover
  4. Sometimes we can help troubleshoot problems. Sometimes 401k providers simply cash out your balance and send you a check if they don’t hear from you. People have lives, so sometimes this can happen. If you’re within certain time periods, we may be able to help recoup any taxes that were taken out and get them back at the end of the year. (Typically within 60 days)
  5. Investment Selection. We can help you pick the right investments that match your risk tolerance and financial objectives. Usually we see 401k plans offer around 20 options. That’s not always the case but it’s usually close. We offer more than 6,000 funds to choose from and multiple different fund families.

Would you like a free consultation session to see if rolling over your 401k is right for you? Then either give us a call or fill out our Contact Form and we’ll be in touch. We work with people locally in middle Tennessee and also provide virtual appointments by phone and video conference.

Special Disclosure: We may only conduct business with residents of the states and/or jurisdictions for which we are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site.