401(k) Rollover Assistance

401(k) Rollover Assistance - Asset Strategies - Omaha and Lincoln, NE
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Have you recently switched jobs or have an old 401(k) from a previous employer?  Are you struggling to keep track of multiple 401(k) accounts? You may want to consider rolling them into an Individual Retirement Account (IRA).  Doing so may be advantageous, especially if your investment options within the 401(k) are limited. Rolling those dollars into an account with Asset Strategies gives you more options and more control.

Learn about the many benefits of a 401(k) rollover and then, when you’re ready, take advantage of a complimentary, no-obligation 15 minute call with one of our financial advisors to find out if a rollover is right for you.

4 Potential Benefits of Rolling Over Your 401(k)

Although each person’s circumstances are different, there are a number of reasons why a 401(k) rollover may be right for you.

Deferred Taxes

Most 401(k) plans are tax-deferred, meaning you don’t pay income tax on your money until you withdraw it. Rolling your 401(k) over into an IRA will continue to defer taxes on your savings.

More Options

401(k) plans can often limit your investment choices to those provided by your employer or plan custodian. Rolling your 401(k) over into an IRA gives you the ability to invest your money in a broader range of assets.

Lower Fees

All 401(k) plans assess annual administrative fees. Depending on the size of your plan, that fee could be anywhere from under 0.5% to 2% or more.


Keeping track of multiple 401(k) accounts can feel like a juggling act. By rolling over your 401(k) plans into an IRA, you can keep track of your balances and portfolio performance from one single account.

Still have questions about 401(k) rollovers?

Schedule a complimentary, no-obligation 15-minute phone call with one of our friendly and knowledgeable financial advisors today to get answers to your 401(k) rollover questions. Asset Strategies has been proudly serving the people of Omaha and Lincoln, NE and the surrounding areas since 2002.

We're Here to Answer Your Questions

Need to talk to someone right away? Call us at (402) 933–4642.

Schedule Your Free, No-Obligation Zoom or Telephone Consultation

Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.

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