Guarantee your 401(k) Against Loss

Book your free consultation to get answers about annuities and retirement income planning.

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401(k) Rollover Specialists

Your 401(k) plan is one of your most valuable retirement assets, and deciding where it should go next is a decision with plenty of nuances, pitfalls, and opportunities – like guaranteeing it against loss with an annuity. 

We strongly recommend that you rollover your old plan. By leaving it behind, you lose control. You won’t be able to continue making contributions to it and you’ll be stuck dealing with whatever limited service is offered to ex-employees. Or worse yet, if the company goes out of business or gets purchased, your money could be stuck in litigation for years.

Moving your old plan gives you maximum control over your money, including advanced ways to optimize your taxes.

401(k) Options

Every situation is different, but you have options.

Want help? Give us a call at 1 (800) 838-3079 or contact us below, and we’ll set up a time to talk through your options to make the smartest rollover decision.

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Trusted Fiduciaries

Trajan Wealth advisors are fiduciaries and not dually registered brokers with a 2nd agenda to make sales. That means we put clients’ best interests first always. We’ve helped thousands of clients to protect their futures and grow their investments.

Jeff Junior
CEO and Founder

Find The Best Options

One of our fiduciary advisors will call you to answer your question with no obligations upfront. If there’s a need, we can move forward by scheduling a free consultation to explore the details and your best options.