401(k) Rollover Advice
Invest your 401(k) rollover with care
Your retirement savings is too precious to invest and forget. At The Mutual Fund Store, we’ll provide 401(k) rollover advice and actively manage your retirement dollars, starting with a customized plan based on your needs. Plus, we do rollovers all the time. Our process is simple and quick.
Why rollover to The Mutual Fund Store?
- A dedicated advisor will develop a personal plan and investment strategy based on your goals and feelings about risk.
- You can choose between traditional and Roth IRAs, and get help deciding which is best for you.
- Our Research Center evaluates mutual funds and their managers to help build a diversified mutual fund portfolio that makes most sense for you.
- You’ll receive ongoing account management and rebalancing of your account, as we monitor your investments over time.
- We’ll reach out to you regularly, to learn about changes in your situation and keep you on course to the retirement you envision.
See how our customized account management and personal service can help you save for the retirement lifestyle you want.