401k Management

Take Control of Your Retirement Savings

Take control of your 401k with either our 401k Rollover Service or our 401k Management Service.

Our team helps you maximize investments, lower fees, and tailor your portfolio to your goals. Let us help you simplify your retirement planning.

401k Rollovers:

• Directly transfer funds from your old 401k to an IRA
• Gain access to a wide variety of investment options
• Potentially lower account fees and consolidate multiple 401k accounts
• Enjoy increased control and flexibility over your investment choices
• Create a diversified portfolio tailored to your goals and risk tolerance
• Simplify retirement savings management and avoid taxes and penalties

Higgins Capital 401k Management Service:

• Eliminate the frustration and burden of managing your 401k
• Let our team of fiduciaries manage your 401k for you
• Your assets remain at your current 401k provider for safety and compliance
• We act as the Fiduciary Financial Advisor on your 401k account
• Your 401k will be managed according to your risk tolerance and retirement goals
• Contact us to learn more about our 401k Management Program.

Ultimately, the decision to perform an IRA rollover should consider individual circumstances. You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer-sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care.