The Silent Wealth Killer: Fees
Many employer plans charge administrative fees you no longer need to pay. Over time, even 1% in extra fees can slash your retirement savings by up to 30%.
Extra Growth
Plan Your 401(k) Rollover with AI
Get personalized rollover guidance tailored to your situation. Professional-quality recommendations in minutes, not months.
Why your 401(k) decision matters
Leaving an old 401(k) behind seems harmless, but inaction has a price.
Scattered Accounts
Changing jobs often leaves you with 2 or 3 orphaned accounts. Multiple logins mean it's harder to track your net worth.
Outdated Strategy
A portfolio built 5 years ago may not match your life today. Old plans often limit you to a small "menu" of funds.
How it works
1
Smart Intake
Answer 6 targeted questions about your current 401(k), age, income, and goals. We'll analyze your unique situation with AI.
- Answer targeted questions about your 401(k) and financial goals
- AI processes your data with retirement planning knowledge
- Get personalized rollover recommendations in minutes
2
AI-Powered Plan
Our AI analyzes your inputs and generates personalized rollover options: Traditional IRA, Roth IRA, or keep with employer—with tax implications for each.
- Compare Traditional IRA, Roth IRA, and employer options
- See tax implications and long-term projections for each
- Receive a comprehensive rollover plan tailored to you
3
Expert Review
Licensed financial advisors review your plan to ensure it aligns with regulations and your long-term retirement strategy.
- Connect with licensed financial advisors
- Professional review of your generated plan
- Expert recommendations and modifications
4
Guided Action & Security
Follow step-by-step instructions to complete your rollover. Your data is encrypted and secure throughout the entire process.
- Step-by-step instructions to complete your rollover
- Bank-level encryption for document security
- Secure cloud storage with easy access
Ready to Take Control of Your Retirement?
Join thousands who have secured their financial future with our AI-powered 401(k) rollover guidance.
Free consultation. No obligations. Your retirement, your way.