YOU ONLY GET ONE RETIREMENT.
Rolling over an old 401(k) to an IRA is easy with Prosperity.
We are Open Mon-Fri, 8am-5pm PST
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?
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
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?
PROSPERITY OFFERS BEST-IN-CLASS VALUE, PERFORMANCE, AND SERVICE.
BEFORE YOU START YOUR IRA ROLLOVER
Download our guide to learn
THE 10 MOST COMMON ROLLOVER MISTAKES
And how to avoid them!
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.