401(k) Rollover Guidance
Make your next retirement move with confidence
Leaving a job or approaching retirement? We’ll help you compare what to do with an old 401(k), including keeping it where it is, rolling it to an IRA, or considering other options. Together we coordinate your accounts, Social Security, tax considerations, and income needs into one clear plan — with real information and no pressure.
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.
Lifetime income focus
Strategies designed to help you explore potential lifetime income from your savings.
Protection-first approach
We prioritize safeguarding what you’ve built before chasing returns you don’t need.
Tax-aware planning
Coordinate 401(k), IRA, and Social Security decisions as you consider retirement income options.
One clear plan
Everything organized into a single, easy-to-follow roadmap for the years ahead.
Your session
What to expect
- 01
Discovery conversation
We start by understanding your goals, timeline, income needs, and what “secure” looks like for you.
- 02
Review your accounts
Together we look at your 401(k), IRAs, pensions, and savings to see exactly where you stand.
- 03
Your personalized roadmap
You leave with clear, actionable next steps prioritized by what matters most.
Questions, answered
Frequently asked questions
How much do I need to retire?
It depends on your lifestyle, income needs, and other sources like Social Security or a pension. In your session we’ll map your target income and show whether your current plan supports it.
Is the first session really no-pressure?
Yes. Our promise is real information, no pressure. You’ll get clarity and next steps — whether or not you choose to work with us further.
What should I bring?
Recent statements for your retirement and investment accounts are helpful, but not required for a first conversation.
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.