Alexander

401(k) / IRA Rollover Services

Rollovers done carefully.

Move your 401(k) without making a tax-costly mistake.

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What you get

  • Written comparison of your existing plan’s features, fees, and investment options versus an IRA.

  • Step-by-step guidance on the rollover paperwork so nothing becomes a taxable distribution.

  • Coordination with both the current plan administrator and receiving custodian.

  • Help deciding whether to roll over at all — not every rollover is the right call.

My approach

Rolling over isn’t always the best move. Some employer plans have institutional-class funds that you can’t replicate in an IRA. I’ll tell you when staying put is the better answer.

How the engagement works

  1. 1

    Assessment

    We compare what you have today against what an IRA rollover would offer — fees, funds, protections, flexibility.

  2. 2

    Recommendation

    I put my recommendation in writing, with the reasoning and any trade-offs spelled out.

  3. 3

    Paperwork

    I walk you through every form. Direct rollover paperwork is where most people accidentally create a taxable event.

  4. 4

    Reinvestment

    Once the funds arrive, we put them to work in line with your broader plan.

Common questions

How do we start?
We start with a 30-minute introductory conversation. No cost, no pitch — just a chance to see whether we’re a fit for what you’re working on.
What does this cost?
Fees depend on scope. I’ll outline the full cost structure during our intro call so you can decide if it makes sense to move forward.
Do you work with people outside my state?
I can work with clients in states where I’m properly registered. The footer lists every state on my registration.

Let’s talk about 401(k) / ira rollover services.

Schedule a meeting