(401)k / IRA Rollover
We simplify the rollover process, helping you keep your retirement funds organized and aligned with your long-term financial goals.
At Petrosian Financial Group Inc., we help individuals move their 401(k) savings into Traditional or Roth IRAs with clarity and care. A rollover offers greater control over investments while keeping your retirement goals in focus. We guide the process to make sure IRS requirements are met without unnecessary delays.
401(k) plans represent nearly 20% of all retirement assets in the U.S., a share so large it equals Japan’s annual economic output, the world’s third-largest economy.
When changing jobs or preparing for retirement, many people are unsure what to do with their old 401(k). Without a clear strategy, those funds can be left untouched. For baby boomers and others approaching retirement, the impact can be even greater, with thousands leaving the workforce every single day.
Studies show that more than 12 million individuals with retirement accounts like 401(k)s leave money behind each year after a career shift or retirement. Without proper rollover planning, these assets remain idle instead of contributing to your long-term financial security.
Did you know the average American worker changes jobs between 10 and 15 times during their lifetime? With every career move, there’s a real risk of losing track of retirement savings. According to the National Association of Unclaimed Property Administrators (NAUPA), billions of dollars sit in unclaimed retirement accounts—including old 401(k)s.
Rolling over your 401(k) keeps your savings in one place, simplifies your financial picture, and ensures your funds are invested toward your retirement goals. Taking the time now to evaluate your rollover options can give you confidence and help secure the lifestyle you’ve worked hard to build.
A 401(k) can be one of the simplest ways to grow long-term savings through consistent contributions. By choosing a percentage of your paycheck to set aside—up to annual limits—you give your money the chance to steadily build and earn interest over time.
But what happens to those savings when you retire or change jobs? That’s where rollover decisions come in. Through a guided review, you can determine whether moving your 401(k) is the right step. With the right plan in place, you’ll know your retirement funds remain secure while you stay focused on your future.
