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Employer Sponsored Plan Rollover

Whether or not to rollover your retirement plan is one of the most frequently misunderstood financial maneuvers a person can make. One mistake could eradicate many years of diligent savings and investment gains.  That’s why there is tremendous benefit that can be found by working with an expert. If you plan on tackling a qualified rollover, know that they are not without risk; if any step of your Retirement Plan Rollover is done incorrectly, you could unintentionally lose a good portion of the assets and benefits you’ve worked so hard to build through taxes and penalties.

What is a Retirement Plan Rollover?

The Rollover process involves moving funds from an employer-based and sponsored retirement plan into your own professionally managed investment account in a way that further enhances and protects your nest egg.

Our expert Retirement Plan Rollover services can help you to:

  • Fully understand all of your options, including fees, charges and quality to name a few
  • Protect the assets you’ve worked a lifetime to build          
  • Limit your potential tax liability: if you make the wrong move, unfortunately, it tends to be permanent
  • Determine any outstanding loans that need to be dealt with before taking any action

Whether you’re facing a job change, impending retirement or just want to learn more about 401k Rollovers, we can help. We’ll take the time to fully understand your situation, explain your options and help you make the right decision for your situation.

Partner with us, and you’ll have someone on your side that has the knowledge and experience to expertly maneuver through the red tape so you don’t have to. We have a vested interest in your financial well-being. We believe in building long-term relationships with our clients. With us, you'll always have a knowledgeable, trustworthy advisor on your side.

Looking for assistance with a Rollover? Contact us for a free consultation.



Financial Planning

Whether you’re in crisis or planning for the future, Casey Wealth is here to help. We know there is no “One size fits all” financial solution, and we have over 25 years of experience guiding people just like you.



Retirement Planning

If your retirement is around the corner or decades away, Casey Wealth is an expert in creating a financial roadmap that works for you.  We help you to identify your financial goals, and let you know the reality of what to expect.