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!