401k Rollover Assistance
401(k) Rollover Assistance Details:
Professional advice helps you understand and compare all available options
On-site IT assistance to help you navigate confusing employee benefits websites
Full paperwork completion by financial experts, no charge
Access to world-class investment portfolios with a wide range of investment options
Low and no risk options available
Guaranteed lifetime pension income
Explore Our 401(k) Rollover Services
Gain more options, better flexibility, and better results from your 401(k) accounts.
More than 71% of today’s workers are offered 401(k)s or other self-funded plans through their employers. Over the course of your career, you’ve probably invested in these 401(k) plans and diligently grown your retirement savings. But what happens to that old 401(k) when you move, change companies, or otherwise switch employers?
For many of our clients at Cowen Tax Advisory Group, a 401(k) rollover to an IRA has made a lot of sense. Leaving your 401(k) assets with your old employer leaves you with limited options, little support, and often, no control. A 401k rollover can provide you with unrestricted investment choices, strong, independent support from the manager of your choice, and better long-term investment results. Our team of financial professionals can guide you through the rollover process to make sure you avoid common tax penalties.
As you review your financial portfolio, take stock of any old 401(k) accounts that are sitting idle. Request a free 401(k) Rollover Consultation and let Cowen Tax Advisory Group put those idle assets back to work for you.
We'll contact you about your
preferred date and time:
Serving Avon, Berlin, Bloomfield, Bristol, Burlington, Canton, Cromwell, East Hartford, Farmington, Manchester, Newington, New Britain, Plainville, Rocky Hill, Southington, South Windsor, West Hartford, Wethersfield, Vernon, Windsor, Windsor Locks
