Rollover Basics
Everything you need to know about 401k rollovers.
How to roll over your 401(k): a step-by-step guide
The process of transferring (or “rolling over”) your retirement accounts can often feel daunting. Read our guide on how to rollover your 401k in five steps.
The easiest way to roll over an old 401k
The process of transferring (or “rolling over”) your retirement accounts can often feel daunting. Read our guide on how to rollover your 401k in five steps.
401ks vs. IRAs: 5 key differences explained
Both 401ks and IRAs are retirement accounts with special tax advantages, but they tend to be used for different purposes. It’s not an “either or” decision – people frequently have both at the same time.
What can you do with your 401k when changing jobs?
Figuring out what to do with your 401k when changing jobs can feel intimidating. We’ve spelled out your four key options in this guide.
5 reasons to roll over an old 401k into an IRA
Don’t cash out (withdraw) your 401k assets unless you need to. A rollover is better for you in the long-term.
Pros and cons of rolling over your 401k into an IRA
Deciding whether to transfer your old 401k into a new IRA? Use this overview of the key pros and cons to figure out whether it’s right for you.
4 reasons a 401k rollover is better than a withdrawal
Don’t cash out (withdraw) your 401k assets unless you need to. A rollover is better for you in the long-term.
3 common 401k rollover mistakes to avoid
If you’re doing a rollover on your own, be sure to avoid these three slip-ups.
How to find your IRA account number
Need help finding your IRA account number? Sometimes it can be hard to find the account number for your IRA. We’ve compiled the following step-by-step
Find your old 401k
We specialize in finding old 401ks instantly using our employer-lookup database. If we can’t find it right away, our rollover concierge team will track it down for you — for free.
Roth Conversions: Everything You Need to Know
Here’s what you need to know about converting your traditional IRA to a Roth, including whether or not you should consider one and a step-by-step guide to the conversion process.
Do your 401k rollover online in just a few minutes!
We’ll help you track down your old 401k, choose an IRA, and guide you thorough the entire process, for free!
Why use Capitalize?
401k rollovers can be tricky and the process varies depending on your 401k provider. Some providers require you to track down and fill out a form, others require a phone call with you and many will mail you a check to forward on to your new IRA provider. Selecting the right IRA can also be confusing if you’ve never done it before. The entire process can feel like a daunting and time-consuming process.
The good news is that we’ve got a team of experts ready to assist with your rollover. We guide you through the entire process and our experts are here along the way if you have any questions or concerns.
It’s 100% free for you, and most of the process can be done online in just a few minutes.
