A 401(k) rollover doesn’t have to be confusing. Our advisors guide you through a step-by-step plan that moves your retirement savings into a tax-advantaged, secure structure without risking what you’ve built. There are no market-loss setbacks, no penalties for doing it correctly, and no unnecessary complexity.
You gain control, protection, and lifetime-focused planning that supports your long-term goals.
PXNCL supports individuals nationwide who want to protect retirement assets, maintain clarity, and transition confidently into the next stage of their financial life.
Specialized knowledge in retirement rollovers, tax rules, and long-term protection planning.
Clear, step-by-step guidance so you understand every option without pressure or confusion.
Secure alternatives to market volatility, designed for predictable retirement outcomes.
Long-term service and ongoing reviews to ensure your plan evolves with your goals.
A 401(k) rollover moves funds from an old employer’s retirement plan into a new qualified account, such as an IRA or annuity, without triggering taxes when done properly.
No! A properly structured rollover does not create taxes or penalties, though fees depend on the new plan and strategy selected.
Not necessarily. Many rollover options offer steady, protected growth without market risk, prioritizing long-term stability over volatility.
No! A rollover is optional, but it often helps consolidate accounts, improve control, reduce risk, and align your retirement strategy with your goals.
Yes! Multiple accounts can usually be combined into a single rollover strategy, making your retirement planning simpler and more efficient.
