401(k) Rollover Session
Available online · Make a confident retirement move
This focused session helps you understand your 401(k) rollover and IRA options before you make a move. We’ll compare the trade-offs, coordinate your income goals, and outline practical next steps for considering retirement income options — available online or in person.
Any guarantees are subject to the claims-paying ability of the issuing insurance company. Fees, restrictions, surrender charges, and features vary by product. This information is educational and is not tax or legal advice.
Real information, no pressure
A clearer next step starts here.
The Solomon approach
Clear decisions. Thoughtful protection. A plan you can live with.
We start with your life, not a product. Your goals, timeline, family, income needs, and comfort with risk shape the conversation — so you understand your options before you decide what comes next.
Have a question before booking? Contact us →What this can help you do
Benefits of a focused review
Every conversation is tailored to your situation, with the trade-offs explained in plain language.
Smart 401(k) rollovers
Move old employer plans into strategies while considering tax implications, fees, and trade-offs.
IRA options explained
Traditional, Roth, and other vehicles broken down so you know which fits your future.
Potential lifetime income
Explore potential lifetime income options, not just a lump-sum balance.
Available online
Meet from the comfort of home — the same personalized guidance, wherever you are.
Your session
What to expect
- 01
Set your goals
We clarify your retirement timeline, income needs, and appetite for risk.
- 02
Review rollover options
Together we evaluate your 401(k) and IRA choices and the trade-offs of each move.
- 03
Leave with a plan
You get a customized strategy for exploring potential lifetime income and next steps you can act on.
Questions, answered
Frequently asked questions
Is this session online?
Yes — this session is available online, so you can get the same personalized guidance from home. In-person is available too if you prefer.
Should I roll over my old 401(k)?
It depends on fees, investment options, and your goals. We’ll compare keeping it, rolling to an IRA, or other options so you can decide with clarity.
What is a lifetime income strategy?
It’s a way to explore potential income throughout retirement — coordinating rollovers, IRAs, and other tools with your goals.
Ready when you are
Leave the conversation with clear, actionable next steps.
Book online or call (334) 459-8264. We’ll meet you where you are and help you understand what comes next.