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Your 401(K) Advisors In Oklahoma City

Investing in a 401(k) can be an important factor in your ability to comfortably retire. Do you have a plan?

Your 401k is not an afterthought – if you have recently switched jobs, you may need to roll over your 401k. We can help transfer a 401k from your previous employer into an Individual Retirement Account (IRA), that way we can help manage your investment personally. Or if you’re nearing retirement and ready to rollover into an IRA, you don’t want to lose out on this important step – and we can help!

Capital Asset Management in Oklahoma City offers a personal team of knowledgeable 401(k) advisors who will help guide you through the process of overseeing your finances from the earliest planning stages, to transitions into new jobs, to retirement. Through every step, you’ll have a dedicated team to offer guidance and support, and help you make sound decisions.

What are your options with a 401(k)?

We know that managing your finances can get complicated, and your 401(k) is no exception to that. There are several choices that you have have when rolling over money from one plan to another. Those include:

  1. Leave your money with your former employer’s 401(k) plan, if permitted
  2. Rollover your assets to your new employer’s plan, if one is available and rollovers are permitted
  3. Rollover your assets to an IRA
  4. Cash out the account value

Since each choice has its own implications, it is recommended that you discuss and compare all potential fees, expenses, commissions, taxes, and legal ramifications with a qualified 401(k) advisor before making a rollover decision. Planning ahead for your retirement future takes strategy and a trusted relationship with a financial advisor to help guide you and manage your finances. When you come to us for help, we’ll consider your goals for the future, and how best to pursue them with our 401(k) investment advice.


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Forbes Best-in-State Wealth Advisor

Douglas Oliver of Capital Asset Management, Inc. Recipient of the Forbes Best in State Wealth Advisor 2021 Award*

*Forbes Best in State Wealth Advisors list includes multiple recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client no are they representative of any one client's situation.

https://www.forbes.com/best-in-state-wealth-advisors/#1d0d0ab6291d