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BOOK APPOINTMENT
  • We are Open Mon-Fri, 8am-5pm PST

You only get one retirement.

Rolling over an old 401(k) to an IRA is easy with Prosperity.

 CALL (925) 314-8500

Have you just lost your job?

Are you in the middle of a job transition?

Do you have an old 401(k) you don't know what to do with?

 BOOK A NO-COST STRATEGY SESSION

We can help you rollover your old 401(k)s into an IRA with us.

  • Pay less in fees
  • Have more and better investment choices
  • See all your retirement funds in one place
Get help with your Rollover IRA

Take control of your retirement savings with an IRA that offers better flexibility, control, and tax efficiency.

What is your preferred method of communication?*

Here's the truth about your 401(k).

FACT #1: It's hard to keep track of multiple retirement accounts.

When was the last time you looked at your 401(k) from 3 jobs ago?

Chances are, your investment needs are much different today than they were when you set up your first 401(k). Portfolios should be rebalanced to maximize opportunities and meet your current financial goals.

You can solve your abandoned retirement account dilemma with a Rollover IRA.

FACT #2: You're likely paying unnecessarily high fees.

401(k) fees are high, especially if you're a former employee. 

According to the Department of Labor, a 1% increase in fees could reduce your retirement account balance by 28% percent over the long run!

You can save on all those little expenses that'll eat into your investment returns over the long term with a Rollover IRA.   

FACT #3: Your investment options are limited.

With a 401(k), you're limited to the investment options offered by an employer.

That means your investment growth is limited, too. 

With a Rollover IRA, you'll unlock access to a much wider range of investment options.

FACT #4: You have little control over your investments.

Say goodbye to all the complicated 401(k) rules.

You own your IRA, which means you get to buy and sell your holdings whenever you want.

FACT #5: You don't have an investment expert on your team.

You would see a doctor to maintain your physical health. What would you do for your financial health?

By rolling over your IRA with Prosperity, you'll have a trusted Fiduciary partner with 27 years of investment & retirement planning experience.

Ready to start your 401(k)-to-IRA rollover?

your satisfaction
100%
GUARANTEED

Prosperity offers best-in-class value, performance, and service. 

Since 1993, we've empowered clients like you to plan for a financially secure retirement.

Our first promise is that we will listen. Then, we'll bring our experience and expertise to help you achieve your goals.

When you open a Rollover IRA with Prosperity, we pledge to:

  • ... offer you the individual attention you deserve.
  • ... get a full understanding of your financial goals and retirement vision.
  • ... develop the optimal investment strategy for your unique financial situation.

BEFORE YOU START YOUR IRA ROLLOVER

Download our guide to learn

THE 10 MOST COMMON ROLLOVER MISTAKES

And how to avoid them!

CLAIM your free guide
Prosperity Financial Group Team Photo scaled

Meet the Team

For the past 27 years, Prosperity has been empowering clients, just like yourself, to build the retirement of their dreams. 


Whether you're transitioning between jobs or looking for investment planning services, Prosperity can help you secure a better retirement. 


We believe that If It’s Money, It’s Personal™—and you deserve the best retirement results. 


If you have any questions, or you'd like to initiate your IRA rollover, give us a call. We look forward to speaking with you.

Setting up your Rollover IRA is easier, quicker, and more stress- free than you might think.

1. Open your rollover IRA

Set up a Rollover IRA so that you can move money from your former employer's plan into this account.

2. Contact your old provider

Ask your old employer to initiate the rollover process.

3. Get in touch with us

We'll arrange a direct transfer so you can avoid accidental fees, taxes, and penalties. 

Ready to get started?

Start your rollover now »

 CALL (925) 314-8500
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