Retirement Account (IRA) Rollovers · 24/7 Dedicated Support

Your Wealth. Your way.

Changing jobs or have old 401(k)s with previous employers? We help you take control of your retirement funds by connecting you with a trusted network of financial professionals who can guide you through your best rollover and investement options.

I want help with my retirement account

About

No more forgotten money sitting in old retirement accounts, we find and roll it into an account that gets it growing.

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Based in Dallas, Texas, we’re a mission-driven team focused on empowering individuals with the knowledge and tools they need to take control of their financial future. 

Based in Dallas, Texas, we’re a mission-driven team focused on empowering individuals with the knowledge and tools they need to take control of their financial future. 

Based in Dallas, Texas, we’re a mission-driven team focused on empowering individuals with the knowledge and tools they need to take control of their financial future. 

Our Process

01 Get Matched with a Local Rollover Pro

We’ll introduce you to a trusted, well-vetted financial professional in your area. They’ll help you identify any old 401(k)s, review your current accounts, and give you a clear understanding of where you stand—no pressure, no judgment.

02 Understand Your Options, Step by Step

Your pro will help you gather the right info and walk you through how to move your money from old accounts to ones that actually work for your future. They’ll break down the options in plain English, so you feel confident—not confused.

03 Meet and Evaluate Your Local Advisors

Over the next week, we’ll connect you with 1–3 local advisors via short live calls. You choose who feels like the right fit to support your goals. This is your money—and your decision. We’re just here to make it easier.

Frequently Asked Questions

What does this service cost?

Our service is completely free to you. We’re paid by the advisors we partner with—but only after they pass a careful vetting process. If we don’t feel confident recommending them, they’re out. We’re here to make smart, trustworthy connections—not sell you anything.

What does ‘rolling over’ an IRA or 401(k) actually mean?

“Rolling over” an IRA just means moving money from one retirement account to another—without paying taxes or penalties. For example, if you leave a job and have a 401(k), you can roll those funds into an IRA to keep growing your retirement savings in one place. It's like switching bank accounts, but for your future.

How do I access my old 401(k)s?

You don’t have to dig through old paperwork—we’ll do the work for you. Our team helps track down your old 401(k)s from past jobs and walks you through the rollover process step by step. All you need to do is tell us where you’ve worked—we’ll handle the rest.

Will I owe taxes or penalties when I do a rollover?

Timing matters. If you complete a direct rollover—where your funds go straight from one retirement account to another—you typically won’t owe any taxes or penalties. But if the money is sent to you first (an indirect rollover), you’ll need to deposit it into a new account within 60 days to avoid taxes and a possible 10% early withdrawal penalty if you're under 59½.

Do you have professionals that can help me with this process?

Yes, we can connect you with professionals that will help you combine and invest:

401k's

Money Markets

Stocks / Bonds

Can I talk to a real person if I need help?

Yep—we’ve got real, live humans on our team, and they’re always available when you need them. Whether it’s a quick question or a full walkthrough, you can reach out by phone, chat, or email. When and how you connect is totally your call.

What does this service cost?

Our service is completely free to you. We’re paid by the advisors we partner with—but only after they pass a careful vetting process. If we don’t feel confident recommending them, they’re out. We’re here to make smart, trustworthy connections—not sell you anything.

What does ‘rolling over’ an IRA or 401(k) actually mean?

“Rolling over” an IRA just means moving money from one retirement account to another—without paying taxes or penalties. For example, if you leave a job and have a 401(k), you can roll those funds into an IRA to keep growing your retirement savings in one place. It's like switching bank accounts, but for your future.

How do I access my old 401(k)s?

You don’t have to dig through old paperwork—we’ll do the work for you. Our team helps track down your old 401(k)s from past jobs and walks you through the rollover process step by step. All you need to do is tell us where you’ve worked—we’ll handle the rest.

Will I owe taxes or penalties when I do a rollover?

Timing matters. If you complete a direct rollover—where your funds go straight from one retirement account to another—you typically won’t owe any taxes or penalties. But if the money is sent to you first (an indirect rollover), you’ll need to deposit it into a new account within 60 days to avoid taxes and a possible 10% early withdrawal penalty if you're under 59½.

Do you have professionals that can help me with this process?

Yes, we can connect you with professionals that will help you combine and invest:

401k's

Money Markets

Stocks / Bonds

Can I talk to a real person if I need help?

Yep—we’ve got real, live humans on our team, and they’re always available when you need them. Whether it’s a quick question or a full walkthrough, you can reach out by phone, chat, or email. When and how you connect is totally your call.

What does this service cost?

Our service is completely free to you. We’re paid by the advisors we partner with—but only after they pass a careful vetting process. If we don’t feel confident recommending them, they’re out. We’re here to make smart, trustworthy connections—not sell you anything.

What does ‘rolling over’ an IRA or 401(k) actually mean?

“Rolling over” an IRA just means moving money from one retirement account to another—without paying taxes or penalties. For example, if you leave a job and have a 401(k), you can roll those funds into an IRA to keep growing your retirement savings in one place. It's like switching bank accounts, but for your future.

How do I access my old 401(k)s?

You don’t have to dig through old paperwork—we’ll do the work for you. Our team helps track down your old 401(k)s from past jobs and walks you through the rollover process step by step. All you need to do is tell us where you’ve worked—we’ll handle the rest.

Will I owe taxes or penalties when I do a rollover?

Timing matters. If you complete a direct rollover—where your funds go straight from one retirement account to another—you typically won’t owe any taxes or penalties. But if the money is sent to you first (an indirect rollover), you’ll need to deposit it into a new account within 60 days to avoid taxes and a possible 10% early withdrawal penalty if you're under 59½.

Do you have professionals that can help me with this process?

Yes, we can connect you with professionals that will help you combine and invest:

401k's

Money Markets

Stocks / Bonds

Can I talk to a real person if I need help?

Yep—we’ve got real, live humans on our team, and they’re always available when you need them. Whether it’s a quick question or a full walkthrough, you can reach out by phone, chat, or email. When and how you connect is totally your call.