401K Rollover

Why rollover your 401K or 403B?

Clausen Capital provides its clients a free-rollover from ordinary 401K and 403B accounts into your own IRA.
Rollover is simple – only three steps – and we assist our clients every step of the way to ensure a tax-free conversion.

We will help you open a new Rollover-IRA account at Fidelity Investments.

We will complete your paperwork to transfer all of your funds from your old 401K or 403B account to your new Rollover-IRA.

We will work with you to determine which new investments should be in your new Rollover-IRA.

Once your free Rollover-IRA is completed we will professionally manage your account based on your chosen risk-tolerances.

Limited by the small list of funds available in your 401K or 403B plan?  Let Clausen Capital Rollover your 401K or 403B into an IRA.