Resources

Did you know leaving behind a 401(k) account could cost you almost $700k in foregone retirement savings?

We consulted with experts like The Center For Retirement Research to perform the most comprehensive analysis to date on what the forgotten 401(k) crisis costs us — and what we can do about it.

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Rollover Basics

Find your old 401(k)

We specialize in locating old 401(k)s instantly using our employer look-up database. If we can't find it right away, we'll track it down for you — for free.

3 common 401(k) rollover mistakes to avoid

A guide to avoiding common 401(k) rollover mistakes. Are you leaving money on the table? Small accounts can easily grow large over time.

4 reasons a 401(k) rollover is better than a withdrawal

Understand the key differences between a 401(k) rollover and withdrawal, and why rollovers are generally better for your retirement savings.

Pros and cons of rolling over your 401(k) into an IRA

Considering a rollover of your 401(k) into an IRA? Here's a list of key pros and cons. Be sure to contact us or check out our FAQs as well.

What can you do with your 401(k) when changing jobs?

Figuring out what to do with your 401(k) when changing jobs can be intimidating. Read our quick guide to your 4 key options.

The easiest way to roll over an old 401(k)

It's our mission to make 401(k) rollovers easy, and we've built a service to handle the entire process for you online — for free!

How to roll over your 401(k): a step-by-step guide

The process of transferring (or “rolling over”) your retirement accounts can often feel daunting. Read our guide on how to rollover your 401(k) in five steps.

401(k) Withdrawals Explained

Many people wonder when they can access the money in their 401(k). If you want to retire early or need to take money out of your 401(k) to cover expenses, then keep reading to learn everything you need to know about 401(k) withdrawals.

Retirement Planning

Roth Conversions: Everything You Need to Know

Here’s what you need to know about converting your traditional IRA to a Roth, including whether or not you should consider one and a step-by-step guide to the conversion process.

IRA Contribution Limits 2021

IRAs are a great retirement savings option with significant tax advantages. Most people open an IRA when they leave their job and roll over their 401(k) into a new retirement account. However, there are yearly IRA contribution limits that you need to know before making your contribution plan.

Is a Backdoor Roth IRA Right for You?

A Backdoor Roth IRA is a common and legal money move where a traditional IRA is converted to a Roth IRA. See if a Backdoor Roth IRA is right for you.

Guide to Traditional IRAs

One in three American households own an IRA, which offer great tax advantages for your retirement savings. This guide will answer common questions about IRAs.

Those IRA questions you have but never asked

The world of IRAs and investing is filled with confusing technical terms. Here's an overview of some of those terms and what they really mean.

How to open an IRA

An Individual Retirement Account - or IRA - is a popular retirement savings account. Opening an IRA is a pretty simple process.

Roth IRAs Explained

A Roth IRA - or Roth Individual Retirement Account - is a special kind of IRA that requires post-tax contributions, allowing you to avoid taxes when you withdraw earnings

How Much Will You Need to Retire?

Everyone wonders how much to save for retirement - the answer to this question depends on your spending. Saving 10% of your income is a great place to start.

IRA Reviews

Ally Invest

Capitalize has created this comprehensive Ally Invest IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Ally Invest Managed Portfolios

Capitalize has created this comprehensive Ally Invest Managed Portfolios IRA Review. Please check out our FAQs or contact us if you have questions!

Alto

Capitalize has created this comprehensive Alto IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Betterment

Capitalize has created this comprehensive Betterment IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

E-Trade

Capitalize has created this comprehensive E*Trade IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

E*Trade Core Portfolios

Capitalize has created this comprehensive E*Trade Core Portfolios IRA Review. Please check out our FAQs or contact us if you have questions!

Fidelity

Capitalize has created this comprehensive Fidelity IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Fidelity Go

Capitalize has created this comprehensive Fidelity Go IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Merrill Edge

Capitalize has created this comprehensive Merrill Edge IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Merrill Guided Investing

Capitalize has created this comprehensive Merrill Guided Investing IRA Review. Please check out our FAQs or contact us if you have questions!

Schwab

Capitalize has created this comprehensive Schwab IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Schwab Intelligent Portfolios

Capitalize has created this comprehensive Schwab Intelligent Portfolios Review. Please check out our FAQs or contact us if you have questions!

SoFi Active

Capitalize has created this comprehensive SoFi Active IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

SoFi Automated

Capitalize has created this comprehensive SoFi Automated IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

TD Ameritrade

Capitalize has created this comprehensive TD Ameritrade IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

TD Essentials

Capitalize has created this comprehensive TD Essentials Review to better help you. Please check out our FAQs or contact us if you have questions!

Tradestation

Capitalize has created this comprehensive Tradestation IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Vanguard

Capitalize has created this comprehensive Vanguard IRA Review to better help you. Please check out our FAQs or contact us if you have questions!

Vanguard Digital Advisor

Capitalize has created this comprehensive Vanguard Digital Advisor IRA Review. Please check out our FAQs or contact us if you have questions!

Wealthfront

Capitalize has created this comprehensive Wealthfront IRA Review to better help you. Please check out our FAQs or contact us if you have questions!