401k Rollovers and IRA Transfers


Every year millions of Americans turn 59.5 years old and a glorious thing happens. They can often move their tax qualified 401k to a self-directed IRA. This enables them to take control of their savings and puts them in the driver’s seat. We guide people through this process and make it as seamless as possible.

Tax qualified normally means a person’s contributions are qualified to be taxed by the IRS and state because the individual with the 401k has never paid tax on that portion of their money.

Similarly, we help people transfer their current Individual Retirement Accounts (IRAs) for various reasons, but the main reason we typically help people transfer them is they no longer want to subject their money to the stock market roller coaster (ups and downs) or their bank IRA isn’t keeping up with inflation. That means they are losing their often hard-earned money to inflation.

We offer “sleep well insurance” so you don’t have worry to about the stock market or the lackluster bank rates of return. Plus we always educate our clients about how to generate an income from their savings that they can never outlive. This means that you can receive a check from your savings each month, no matter how long you live. This is something stock market investments and the banks cannot do. Let’s get started helping you. Fill our contact form HERE or drop by our office.