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IRAs and 401(k) Rollovers

It's never too early to start thinking about retirement. Our experienced financial advisors can help get you started in the right direction, with an IRA or 401(k) rollover.

Couple hugging on the beach enjoying their nest egg with careful 401K planning with BOK.

Develop the Nest Egg You Deserve

Rolling over your 401(k) from a previous employer into an IRA may be an option you should consider. Invest your future with us and take advantage of tax-deferred dollars, numerous investment options and more.

  • If you no longer have a 401(k), or your employer is no longer making contributions, then rolling over into an IRA may offer you more investment choices. From money markets to mutual funds, the number of investment vehicles may be broader for those choosing an IRA.

  • Rolling your 401(k) into an IRA continues the stream of tax advantages. And if you're saving for the long-term, such as retirement years, those tax savings can really add up.

  • With each new job comes a new 401(k). And once you've left that job, the number of monthly statements in your inbox keeps piling up. Consider simplifying your accounting and reducing fees by consolidating all of those smaller accounts into a single IRA that remains with you no matter where you're employed.

  • If you've left your job or retired and you'd like to speak with someone about your 401(k), more often than not you're at the mercy of the company's HR department to find an answer. But if you rollover into an IRA with our brokerage affiliate, BOK Financial Advisors, you can expect an advisor at your service.

Ready to Get Started?

Find a financial advisor near you or contact us directly today. We look forward to talking with you about all of your financial goals and investment options.