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!
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