Everything you need to know about 401k rollovers.
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.
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.
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.
Don’t cash out (withdraw) your 401k assets unless you need to. A rollover is better for you in the long-term.
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.