401k Rollover Assistance

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$199 Tax Prep
Federal & State
Includes Tax Reduction Planning
A $350 Value!
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CT Residents Only Ages 50+

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Social Security
Maximization
401k Rollover Assistance

Explore Our 401(k) Rollover Services

Gain more options, better flexibility and better results from your 401(k) accounts

Most workers today, over 71 percent in fact, are offered a 401k plan or other self-funded plan by their employers1. Over the course of your career, you’ve probably invested in these 401k plans and diligently grown your retirement savings. But what happens to that old 401k when you move, change companies or otherwise switch employers?

For many of our clients at Cowen Tax Advisory Group in similar situations, a 401k rollover to an IRA has made a lot of sense. Leaving your 401k assets with your old employer’s plan leaves you with limited option and little support. Instead, a 401k rollover can provide you with unlimited investment options, far greater support and better long-term investment results. Our team can help guide you through the 401k rollover process.

401k Rollover Assistance Details:

  • We make the 401k rollover process easy to understand.
  • Our team can handle all of the paperwork.
  • Our world-class investment portfolios offer a wide range of investment options.
  • We create guaranteed lifetime pension income.

As you review your financial portfolio, take stock of any old 401k accounts that are sitting idle. Then, call Cowen Tax Advisory Group to put those idle assets to work for you. We’re here to help.

Review Your 401k Rollover Options Today

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