Oliver Capital Management 401(k) Rollover Service:
If you've changed jobs or recently retired, you may be wondering what you should do with your 401(k) or other retirement savings account from a former employer.
Take Control of Your Retirement Savings!
Rolling over your retirement assets to an IRA is easy and non-taxable. When you roll over your 401(k) or other retirement plan to an IRA, you can achieve the following benefits:
- Increases your investment options
- Take control of your overall retirement plan
- Allows you to move your money out of your former employer's retirement plan without tax consequences or other penalties
- Keeps your savings invested tax-deferred
- May provide better estate planning benefits than your current retirement savings plan
Rollover Accounts at Oliver Capital Management are custodied at Fidelity
, which means you money is with the industry's retirement leader. Fidelity has over 50 years of financial experience, 18 million customers worldwide, and over $600 billion in retirement assets under management.
Contact us today to get started!