Transitioning jobs or approaching retirement often means deciding what to do with your old 401(k). Many employer plans limit your choices and may not align with your evolving needs. A strategic rollover—especially to an Individual Retirement Account (IRA)—can consolidate your assets, expand your opportunities, and position your savings for stronger long-term growth.
Keeps things familiar but often restricts investments and increases administrative complexity.
Consolidates under one employer but depends on the new plan's quality and restrictions.
Provides significantly more investment options, potentially lower costs, and professional oversight.
Offers immediate funds but incurs taxes, possible penalties (if under age 59½), and lost compounding growth.
Our 401(k) rollover service is designed to help you move retirement funds safely, efficiently, and tax-smartly. We guide you through every step to avoid costly mistakes, penalties, and unnecessary fees—so your retirement stays on track.
Understand whether a rollover, IRA transfer, or leaving funds in your current plan is the right move for your situation.
We help you structure your rollover to avoid unnecessary taxes, penalties, and withholding errors.
Your funds are moved securely between institutions—minimizing risk, delays, and compliance issues.
Once rolled over, we help align your IRA investments with your retirement goals and risk tolerance.
Optional ongoing support to help you adjust, rebalance, and plan confidently as your retirement needs evolve.
Access a broader universe of assets—including individual stocks, bonds, ETFs, mutual funds, and alternative strategies—beyond the limited menu typical of 401(k) plans.
Professional, active oversight with tactical asset allocation that adapts to changing market conditions, rather than a static "set-it-and-forget-it" approach.
Greater flexibility and dynamic strategies can help capture upside in rising markets while aiming to protect against downturns, historically leading to improved risk-adjusted performance over rigid plan options.
We handle the process seamlessly through direct trustee-to-trustee transfers, ensuring a tax-efficient move with no withholding or 60-day deadlines.
Employer plans and IRAs differ in important ways, including fees, investment choices, services, withdrawal rules, creditor protection, required minimum distributions, and treatment of employer stock. We’ll walk you through these details to help you choose wisely.
At Bridgehaven Capital, we specialize in helping clients transition 401(k) assets into dynamically managed portfolios tailored to your goals, risk tolerance, and life stage. Let us show you how a rollover can enhance flexibility, management, and growth potential.
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At Bridgehaven Capital Management, we believe informed clients make better financial decisions. Our insights provide timely commentary, practical guides, and expert strategies to help you stay ahead in a changing financial landscape.
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Schedule a complimentary consultation today to explore your options.
