401k rollovers
Individual retirement plans
We will help you stay in control of your money. Maneuvering 401k rollovers can be a complicated, but necessary process. K&J will help you navigate the intricacies of 401k rollovers, keep you in control of your money, and allow you to make your money work even harder.
Where to get started
Prepare yourself
The best first step you can take is preparing yourself. Ensure you have access to your account(s) and have recent statements ready.
Assess your asset allocation
If you haven't already, take a look at the actual allocations within your 401k. Evaluate where your money is and determine your comfortability with it.
Check your contributions
Get familiar with the type of funds already distributed to your 401k. Determine if there are after-tax contributions in your account.
How K&J can help
We prevent a taxible event
Simple mistakes can result in taxible events that ultimately hurt your retirement plans. K&J will streamline the process and navigate the complexities for you.
We organize your allocations
Planning for retirement relies on making the right moves. Our robust toolkit will help filter your allocations to ensure your contributions are where they should be.
We help you understand your money
Understanding your money will help you grow your wealth. At the end of the day, we will help you understand where your money is and how it's working for you.