Why Capitalize is the best way to move your old 401k.
Capitalize does not provide investment advice or tax advice. Please see our terms and conditions for further details.
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We'll help you pick from top providers based on what you actually care about.
Our team of experts will manage the rollover process from start-to-finish.
Tell us where your 401(k) is.
Choose the best IRA for you.
Let us do the rest!
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Answers to your most important questions about what we do.
Why should I move my old 401(k)?
After you change jobs, your old employer-provided 401(k) can sit there forgotten, often accruing fees. Studies show leaving it behind could cost you nearly $700K in forgeone savings over 30 years. Rolling your old 401(k) ensures that you control where and how you invest your savings, not your former employer.
Where can I move my old 401(k)?
For many people, moving to an IRA (Individual Retirement Account) is the best choice. An IRA gives you a place to consolidate your retirement savings every time you change jobs. You can unlock more choices with an IRA, including alternative investments like real estate and crypto. If you don't have one yet, we'll walk you through all the options and get you set up.
Why should I use Capitalize to roll over my 401(k)?
Rollovers can be complicated. Our highly-rated experts have tackled thousands of rollovers just like yours, so you can have confidence we’ll get it done right. From filling out forms to following up with your 401(k) provider, our team does it all.
How does Capitalize do this for free?
If you choose to open up an IRA with one of the providers on our platform, we may earn a referral fee. This helps us keep the service free for users. These partnerships don’t affect or influence the content on our site.
How it works
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They help every step of the way!
"I probably would have never done my rollovers if Capitalize didn't exist. The high-touch service and personalized guidance has been wonderful. I've never experienced that from a financial institution before. Overall, this was a stellar experience, probably one of the best I've had with any service provider ever."
- Dan F.
So dang easy!
"I've been putting off my rollovers for years, but Capitalize made it SO dang easy. We did three in one quick session. Will definitely recommend it to all my friends!"
- Leigha
Made the 401K rollover process a dream!
"Capitalize made the 401K rollover process a dream! I had dreaded having to do it, as it is a hassle. However, Capitalize made it a simple and seamless process. I highly recommend them!"
- Meghan
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