ABOUT US

No more forgotten money in old retirement accounts.

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

The problem we solve

The average American changes jobs 12 times in their career. Each job change creates an opportunity for a retirement account to be left behind — sitting at a former employer, accruing fees, and slowly fading from memory. Across the United States, an estimated $1.65 trillion sits in forgotten or abandoned 401(k) accounts.

That's real money. Your money. And it deserves better than collecting dust.

How we help

We are a free matching service. We connect people who have old 401(k)s, IRAs, 403(b)s, or TSP accounts with independent local financial professionals who work on rollovers and consolidation. Our advisors track down old accounts, handle the paperwork, and get everything moved into a single, professionally managed account where it can actually grow.

We are not financial advisors ourselves. We are connectors — matching the right people together so you can make a confident, informed decision about your retirement without feeling pressured.

How we make money

Advisors in our network pay us a fee when we introduce them to someone. You never pay us anything. Because we are paid for introductions, we do not rate or recommend one advisor over another — and we encourage you to check any professional's record before you engage them.

Our commitment to you

We only work with fiduciary-committed advisors. We check credentials, regulatory records, and client references. If an advisor generates complaints, they are removed from our network. We are not a lead mill — we are a quality-first matching service built on trust.