How to do a 401(k) Rollover and Stop Leaving Money on the Table

Ever wondered how to do a 401(k) rollover?

Many people leave jobs and forget about their retirement plans: leaving 24.3 million 401(k) plans totaling $1.35 trillion in assets on the table.

Knowing how to handle your “old” 401(k) plans is key to making sure your retirement funds can keep growing without interruption.

During this workshop we cover:

• How much a forgotten 401(k) could be costing you

• Why rolling over your 401(k) matters

• How to complete a 401(k) rollover (it’s easier than you think!)

If you’re ready to roll over your 401(k) with Capitilize, you can do so for FREE here.