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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.

401(k) rollovers

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.

Did you know?

Don't know what to do with your 401k account? Here are four options regarding the 401k account you’ve accrued at a previous employer.
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Our retirement income and strategies will come from a variety of different sources. Here are the 6 most common sources of retirement income.
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Make the most of retirement When preparing for retirement, it’s important to build a strategy that makes the most sense for you.
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