Rollover Express

How does Rollover Express work?

As soon as you complete our short online application, we begin your express account transfer. We specialize in rollovers, so your account is transferred as quickly as possible. You also have access to our detailed tracking program - so you can easily check the progress of your transfer, 24 hours a day. Rollover Express saves you time, money and effort.

Why should I rollover my 401k or IRA?

Here are a couple quick reasons why you shouldn't simply cash out of your retirement account:

• Cashing out a $25,000 401k can cost you more than $240,000 over the next 30 years.
• Cashing out your 401k can cost you more than 40% of your savings in penalties and taxes.
• 66% of people age 30-39 take cash payments when changing jobs.
• A $10,000 401k could be worth less than $6,000 after taxes when taking cash.

Am I taxed on a rollover?

No. Rollovers are not taxed. In fact, this may be the most important reason to use Rollover Express - to avoid paying taxes on your retirement account! If you cash out your retirement account, you will pay more than 40% of your savings in penalties and taxes.

How long does a rollover take?

On average, accounts transferred with Rollover Express take 2-3 weeks. That is approximately 300-400% faster than the average rollover lenght of 2-3 months! Every day counts when transfering your money. Remember, during transfers your funds are not invested - you are potentially losing money every day your account is not invested. Speed, security and ease-of-use are the reasons thousands of customers have trusted Rollover Express with their retirement transfers.

What are my investment options?

When you use Rollover Express, you are increasing your investment options. With our Master Rollover Accounts™ you will have access to over 13,000 mutual funds, stocks and bonds. Also, our rollover specialists will help you build an appropriate portfolio for your retirement account.

Is Rollover Express an investment company?

No. Rollover Express is an investment advisor that specializes in 401k and IRA rollovers. We are not affiliated with a mutual fund company or investment company. We are independent and offer our clients access to unbiased service and investments.

How do I start my rollover?

Starting your rollover is simple. Fill out our quick online application - or call our rollover specialists at 800.613.7875. We will begin your transfer ASAP. On average, our rollovers take only 2 weeks!

I've submitted my application, what happens next?

Our rollover specialists will immediately begin your rollover application. If additional information is needed, we will contact you promptly.