The Fast Way To Take Control Of Your Retirement.
Put You In Charge Of Your Investments
Strategies As Seen On
How It works
Identify Your Old 401k/IRA/TSP You Want To Rollover
We Create A Personalized Rollover Plan Based On Your Investment Goals
We Help Rollover Your Old Account Into A Self Directed IRA Of Your Choice Where YOU Are In Control
Why Is This Free? Our Difference
Unlike a financial advisor that takes a percentage of your assets every year while still underperforming the market (crazy!), we only get paid a very small amount when we help you with your rollover. We are in the business of building relationships and repeat business. If you have a great experience, you’ll want to work with us again and that’s where we make the majority of our revenue. It’s simple: if we don’t do a good job helping you with your rollover, and putting you in a position to succeed with your investments, you won’t work with us again, and we don’t make any money!
We try and help clients avoid rolling over their old 401k/IRA/TSP into IRA that offers limited investment options, with many underperforming the market over time. Our competitors like to recommend IRA providers with limited options that pay THEM more money to recommend them to you. We don’t work with IRA providers like that, and instead ONLY work with providers that offer a full suite of investment options, since our model only works with repeat business from our clients.
Tax-Free & No Penalty Options
Your Investment Options
Any Stock, Bond, Fund, Etc You’d Like
We recommend only the best IRA providers that offer you full control over your investment options. No more B.S. plans that offer you a limited selection of ‘funds’ where you money gets invested in who knows what. Want to literally buy an individual stock? You can do that. Looking for a very specific mutual fund? We make sure you have that option.
Physical Gold & Silver
Physical Gold & Silver - can invest your retirement funds in physical gold & silver? We literally mean gold & silver that can get delivered to your home if you’d like. If you’re nervous about the market and economy, we can help you protect your retirement using a gold or silver IRA.
Physical Real Estate
You can also use your retirement funds to invest in physical real estate, not REITS or ETFS, actually physical real estate. This can be a great option to diversify your retirement and generate and additional income stream.
Major Market Concerns
The US National debt has grown to unsustainable levels - to the tune of over $30 trillion dollars.
Inflation has started to rear it’s ugly head again - rapidly devaluing the dollar over the last few years, and driving prices of everyday things through the roof.
What happens to your retirement if we have another market crash or the dollar continues to devalue? None of us can afford another 30-40% hit to our retirement like in 2008-2009.
Take control of your retirement now, and have our team help you get invested in the assets of your choosing
TestimonialS
Client Reviews
Working with Rollover Helper was a no-brainer. They helped me rollover my old 401k into a self-directed IRA to invest in all the assets of my choice. Highly recommend!
Frequently Ask Questions
The Retirement Optimizer Quiz is a personalized tool designed to assess your financial situation, goals, and risk tolerance. By answering a series of questions about your current retirement accounts, investment preferences, and financial objectives, the quiz generates tailored recommendations for the best places to invest your retirement funds. You’ll need information about your current retirement account balances, investment allocations, and an understanding of your long-term financial goals to get the most accurate results.
A rollover involves transferring funds from one retirement account to another, typically from an employer-sponsored plan (like a 401k or TSP) to an Individual Retirement Account (IRA). You should consider a rollover to gain more control over your investment options, access a wider range of investment alternatives, and potentially reduce fees. It allows you to consolidate your retirement savings, making it easier to manage and potentially providing more flexibility in your investment choices.
Our service supports rollovers from various retirement accounts, including 401(k)s, IRAs, TSPs, and similar employer-sponsored plans. Whether you have accounts from previous employers or want to explore different investment options, our platform is designed to assist you in optimizing your retirement strategy.
It is not mandatory to rollover your retirement funds. You have the option to keep your funds in your existing retirement accounts. However, a rollover can offer benefits such as increased control over your investments, potential cost savings, and access to a broader range of investment options. The decision to rollover should align with your financial goals and preferences.
No, our service is completely free to use. We believe in providing accessible and valuable tools to empower individuals in taking control of their retirement planning. While there may be fees associated with specific investment products or services recommended as part of your personalized strategy, our platform itself is offered to you without any charges. We are committed to transparency and ensuring that you have the information you need to make informed decisions about your retirement funds.
