Financial 360° planning
401(k) & IRA Rollovers
Somewhere out there is a 401(k) from a job you quit in 2016. Finn thinks about it more than you do.
Take the 60-second checkup360°
The bigger picture
Clarity starts with the right questions.
We look at how this part of your financial life may connect with retirement income, protection, family priorities and the legacy you want to leave.
See your options when you leave a job, retire, or just lose track of an account
Compare consolidating vs. leaving things where they are
Understand fees and features that don’t show up on the statement
Connect the rollover decision to your bigger retirement plan.
A useful way to sort it
Not all money is taxed the same way — or at the same time.
1
Do you pay tax on this now?
Most of your everyday accounts.
2
Do you pay tax on this later?
Most retirement accounts.
3
Do you pay tax on this… basically never?
A smaller, specific set of accounts.
Guess which one most people have the least of. Finn will tell you if you ask nicely.
One future. One connected view.
See what may deserve a second look.
Old 401(k)s don’t file complaints. They just sit there, quietly underperforming. Ask Finn.