401k Rollover Services in O’Fallon, MO
You might already have a substantial 401k, but you stand to grow even more by letting us help you roll it over. Using our 401k rollover services means you move your retirement savings from your retirement plan at work to an Individual Retirement Account (IRA). That makes you eligible and open to broader investments, and lets you take advantage of tax breaks on the savings and investment itself. You can still make additional contributions whenever you like, and have the option of switching to another employer’s plan if you change jobs.
Your employer may have offered you a 401k, but you’re not limited to following the path they’ve set out for you. Employee-sponsored plans can have all kinds of limitations on where you can invest, how much or how often you can contribute, and how much you’re required to contribute. Our 401k rollover company doesn’t work that way. We create a personalized investment plan based on your needs, so you’re completely comfortable with your financial situation both now and when you leave the workforce.