401K Rollovers There are specific pitfalls surrounding the decision whether you should roll over you 401k. FDM Wealth analyzes your current financial situation and helps you determine if a 401k rollover makes sense for you. Issues to consider:Your age and income needs upon retirementInvestment options in your current plan vs. what can be offered at other institutionsFee structure of your current plan vs. what can be offered at other institutionsIf you are nearing retirement or have a (or many) older 401k’s, please make an appointment for a consultation. Please fill out this form to make an appointment. Name Email Phone Message Thank you! Oops!