8735 Dunwoody Place STE R Atlanta, GA 30350
Leaving a job doesn’t mean you have to leave your retirement account behind — or cash it out. Rolling an old 401(k) into an IRA (or your new employer’s plan) can consolidate your accounts, reduce fees, and give you more control over your investment options.
A direct rollover moves funds straight from one account to another with no tax withholding. An indirect rollover has the funds sent to you first, which triggers mandatory withholding and a strict 60-day window to redeposit the full amount — miss it, and the IRS treats it as a taxable distribution. We help you set up rollovers the direct way whenever possible.
We coordinate directly with your old plan administrator and your new account so the transfer happens cleanly, on time, and without an unexpected tax bill.
Every property you own represents time, capital, and opportunity