Private retirement account review

Considering what to do with $80,000 or more?

If you have an old 401(k), 403(b), 457(b), TSP, IRA or inherited IRA and are actively evaluating a decision, start with a focused review of your choices.

Check my next step

What we review

Your available choices

Leave the account where it is, move it to another employer plan when permitted, roll it to an IRA, or use a combination.

The complete picture

Income goals, time horizon, fees, investment options, protections, taxes and plan-specific features.

A sensible next step

If a move may be appropriate, we explain the process. If staying put appears better, we say so.

Priority review screen

Tell us about the account and your timing.

Qualified requests can choose a private Google Meet immediately. Other requests are reviewed for the most useful next step.

Where is the account now?What type of account is it?Approximate account valueWhen are you considering a decision?What matters most?StateNameEmailCell phoneAnything else we should know?

I agree that FortiGuard Financial may contact me about this request. I understand that submitting this form does not obligate me to move an account or purchase a product.

Please do not enter Social Security numbers, account numbers, login credentials or other sensitive financial information.

A rollover is not appropriate in every situation. Eligibility and available options must be confirmed by the plan administrator. Consider investment options, services, fees and expenses, withdrawal rules, required minimum distributions, creditor protection, tax consequences and other plan-specific features before deciding. This preliminary screen is not investment advice, a recommendation or a determination of eligibility.