401(k) Rollover
Maximize Your Retirement Savings with Expert Guidance
Fraser Allport - Experience Matters
Schedule your Complimentary Consultation about 401(k) Rollover with Fraser today.
A 401(k) Rollover allows you to move your Retirement Savings into a more flexible, tax-advantaged account, ensuring greater control, better investment options, and potential cost savings. Whether transitioning to a new job or Retiring, rolling over your 401(k) can help you avoid penalties, reduce fees, and optimize your Retirement Strategy.
​
As an Independent Fiduciary, Fraser Allport provides expert, unbiased guidance to help you choose the best Rollover option—whether that’s an IRA, Roth IRA, or another Retirement Plan. With 43 Years of Experience, he ensures your Rollover aligns with your long-term Financial Goals and Tax Strategy.
“All Knowledge comes from Experience.”
- Albert Einstein.
Fraser Allport – 401(k) Specialist
.png)
REVIEWS
Carol O.
"Fraser Allport is the FIDUCIARY you want to work with. He is the ultimate gentleman and professional."
Loretta F.
"I have had the pleasure of working with Fraser Allport for the past two years, and I can genuinely say that it has been an outstanding experience."
Kevin W.
"Fraser Allport has been a tremendous help in making important financial decisions for our future."
Understanding the Benefits of a 401(k) Rollover
A 401(k) Rollover allows you to transfer your Retirement Savings into an IRA or another qualified plan, giving you greater control over your Investments and Financial Future. By rolling over your 401(k), you can access more investment options, reduce fees, and consolidate your Retirement Accounts for easier management. Additionally, an IRA Rollover offers tax advantages and flexibility, helping you optimize your savings for long-term growth.
​
As an Independent Fiduciary with 43 Years of Experience, Fraser Allport helps Florida Retirees in Volusia County, Flagler County, and beyond navigate the 401(k) Rollover process, ensuring they make the best decision for their Financial Goals. Whether you want to protect your Savings, minimize Taxes, or maximize Retirement Income, Fraser provides personalized, expert guidance every step of the way.
401(k) Rollover vs. Other Retirement Options
What’s Best for You?
If you're changing jobs or nearing Retirement, a 401(k) Rollover can be a smart Financial Move—but is it the right choice for you? Rolling your 401(k) into an IRA offers benefits like wider investment choices, tax-deferred growth, and more flexible withdrawal options in Retirement. However, some may prefer leaving their funds in an Employer-Sponsored Plan for specific benefits.
​
As an Independent Fiduciary and Certified Estate Planner™, Fraser Allport helps Florida Residents understand the pros and cons of a 401(k) Rollover vs. staying in a 401(k), converting to a Roth IRA, or choosing other Retirement Strategies. With 43 Years of Experience, Fraser ensures you make the best decision for your long-term Retirement Security and Financial Success.
Avoid Costly Mistakes with Your 401(k) Rollover
A 401(k) Rollover can provide long-term Financial Benefits, but if not done correctly, you could face Tax Penalties, Early Withdrawal Fees, or Lost Investment Opportunities. Many Retirees and Job Changers accidentally trigger unnecessary Taxes by mishandling the Rollover process. Understanding the proper steps and timing ensures a smooth and tax-efficient transition.
​
As an Independent Fiduciary and Certified Estate Planner™, Fraser Allport has helped Florida Retirees for over 43 Years avoid typical 401(k) Rollover mistakes, ensuring their Retirement Savings continue to grow while staying tax-efficient. Whether in Volusia, Flagler, Osceola, Orange, Seminole County, or all of Florida, Fraser provides expert, client-first guidance to help you make informed Retirement decisions.
Social Media Links
