See for yourself how much your retirement savings can grow by rolling your forgotten and neglected 401k into an actively managed IRA.
Your 401k Is More Than Just a Savings Account…
it’s your ticket to a secure, worry-free retirement.
At Valais Wealth Management, we’re experts at helping you turn your old 401k into a powerful tool for achieving your retirement dreams.
Stay Ahead of Market Changes
Your 401k should be as dynamic as the market. We actively adjust your investments to capture growth and shield your savings from unnecessary risks.
Objective Advice You Can Trust
Our recommendations are driven by what’s best for your financial growth. No hidden agendas—just clear, honest guidance to help you build a secure retirement.
Personalized Strategy Just For You
Your financial future is unique. Our 401k rollover service is tailored to ensure your retirement savings align perfectly with your specific goals and needs.
Secure a Brighter Retirement Future
Managing an old 401k from a previous employer can be overwhelming, especially when you’re unsure about your best options. We’re here to help.
Whether rolling over your 401k into an IRA is the right move depends on several factors, starting with the specifics of your existing account.
We believe it’s essential to first review your current 401k, understand your financial situation, and clarify your retirement goals before determining if a rollover is the best step for you.
In some cases, a rollover might not be the optimal choice. As part of our comprehensive review, we’ll provide honest guidance to help you make the best decision for your future.
Understanding your Retirement Goals
When it comes to rolling over your old 401k into a new IRA, it’s crucial to consider how this move fits into your overall retirement strategy. While you can’t merge your old 401k directly into a current employer’s plan, a rollover into an IRA can serve as a powerful tool in your retirement portfolio.
With the right IRA structure, your rolled-over 401k can work seamlessly with your other retirement assets, offering greater flexibility and potential for growth. However, it’s essential to align this with your specific retirement objectives. Examples of how an IRA rollover can support your goals include:
- Access Your Funds When You Need Them: Gain more control over when and how you access your savings, potentially using them as a bridge until you tap into other retirement accounts or Social Security.
- Broaden Your Investment Horizons: Move beyond the limited options of a 401k with access to a wider range of investment opportunities tailored to your risk tolerance and growth targets.
- Protect Against Market and Currency Fluctuations: Invest in options that align with your retirement timeline and reduce exposure to unnecessary risks, including currency exchange rates.
- Ensure Your Legacy: Plan for your family’s future by setting up your IRA to pass on your savings to your loved ones or nominated beneficiaries.
By understanding your specific retirement objectives, we can help you manage your rollover IRA to maximize growth, minimize risks, and secure the retirement you’ve worked so hard to achieve.