Why use Capitalize?
401(k) rollovers can be tricky and the process varies depending on your 401(k) provider. Some providers require you to track down and fill out a form, others require a phone call with you and many will mail you a check to forward on to your new IRA provider. Selecting the right IRA can also be confusing if you’ve never done it before. The entire process can feel like a daunting and time-consuming process.
The good news is that we’ve got a team of experts ready to assist with your rollover. We guide you through the entire process and our experts are here along the way if you have any questions or concerns.
It’s 100% free for you, and most of the process can be done online in just a few minutes.