IRA Rollover

Roll over your old 401(k)

A simpler way to track and control your retirement funds.

Your path to personalized financial advice starts here.

Meet with one of our trusted Fiduciary Advisors today.

Consolidate your 401(k)s into a Rollover IRA

  • Save time with simpler account management.
  • Get a centralized view of your investments.
  • Keep your retirement savings growing in a tax-advantaged account.
  • Pay less in fees — including administrative, management, and service fees.

Why do an IRA Rollover with Prosperity?

Simplify your overall financial situation

With all your accounts in one place, you can get a better look at your overall retirement picture and see if your assets are properly diversified or if they need to be reallocated.

Unlock more investment options

From ETFs and mutual funds, to a robust offering of fixed-income products and annuities, you’ll have access to an array of investment products—and pay less in management, service, and administrative fees.

Receive Fiduciary investment guidance

Whether you need help defining your goals, choosing investments, or creating a retirement plan, our Fiduciary Financial Advisors are here for you every step of the way.

How It Works

01

Open your Rollover IRA.

We’ll help you fill out the forms. If you already have an IRA with us, you may be able to skip this step.

02

Fund your account.

Move funds from your old retirement accounts to your Rollover IRA. (There are no fees to open or maintain a Rollover IRA at Prosperity.)

03

Invest your funds.

Your Fiduciary Advisor will review your investment options and discuss strategies to help maximize your retirement savings.

Select an IRA

Roth IRA
  • Pay taxes now
  • Receive tax-free withdrawals of qualified distributions
Traditional IRA
  • Pay taxes later
  • Receive potential tax deductions now

Book your complimentary strategy session.

First, I’ll ask a few critical questions that will help us identify your goals and potential challenges in your financial world.

Then, I’ll identify any areas where we feel we can improve your overall financial situation.

I look forward to speaking with you.

Take the next step

Open a Prosperity Rollover IRA today. For help, call (925) 314-8500.

Common questions

Request an Appointment

Get help with your Rollover IRA

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

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