Note: this is not an ad; we haven’t personally used Capitalize, but a trusted source (linked) recommends them highly.
When it comes to managing your finances, one of the most important steps you can take is to ensure your retirement accounts are in order. If you’ve changed jobs a few times, you might have multiple old retirement accounts scattered across different providers. Keeping track of these can be a hassle, and it might not be the most efficient way to manage your retirement savings. That’s where Capitalize comes in.
Capitalize is a service designed to help you roll over your old retirement accounts into a single, manageable plan.
Here’s why you should consider using Capitalize:
- Simplicity: Rolling over a retirement account can be a complex process with lots of paperwork and phone calls. Capitalize simplifies this process by handling most of the legwork for you, ensuring a smooth transition of your funds.
- Cost-Effective: One of the best parts about Capitalize is that it’s free to use.
- Expert Guidance: Capitalize provides access to experts who can offer advice and answer any questions you might have about the rollover process. This can be incredibly reassuring if you’re unsure about the best steps to take.
- Efficiency: By consolidating your retirement accounts, you can potentially lower your fees and improve the performance of your investments. Capitalize helps you find the best options for rolling over your funds, ensuring your retirement savings work as hard as possible for you.
- Peace of Mind: Keeping track of multiple retirement accounts can be stressful and time-consuming. By using Capitalize to combine your accounts, you can gain better control over your retirement savings and reduce financial stress.
If you’re interested in learning more about how Capitalize can help you manage your retirement accounts, I highly recommend checking out the detailed review on How to Money: Capitalize Review. It provides a thorough overview of the service and highlights the many benefits of using Capitalize to streamline your retirement savings.
