I tried using Capitalize to rollover my 401k
Have you been putting off rolling over your old 401k? In this Capitalize review, I share my 401k rollover experience step-by-step.
💰Try Capitalize (free!): https://share.hicapitalize.com/boes.c... - my affiliate link
I have no relationship with Capitalize other than being a user. I used them to roll over two 401(k)s in December 2023. All the info in this video was gleaned from my first-hand experience with them and my own online research, mostly from their website. Hopefully this Capitalize review helps you figure out if you want to try using them yourself and what to expect!
Capitalize is a free service–with paid options for faster support–designed to simplify the process of 401k rollovers, aiming to save you time, money, and hassle. It assists in finding old 401(k) accounts, choosing the right IRA for your goals, and handling the administrative tasks involved in the rollover process. Capitalize earns a referral fee from some IRA providers which helps them offer this service for free.
Before rolling over your old 401k, make sure you do your own research and have determined that a 401k rollover makes the most sense for your situation.
Timestamps
00:00 - The test for Capitalize
00:21 - What does Capitalize do?
01:15 - Why I decided to use Capitalize
02:46 - My 401(k) situation
03:56 - 1st Rollover - Slavic 401(k)
10:05 - 2nd Rollover - Human Interest 401(k)
11:07 - The verdict on Capitalize & advice for doing 401k rollovers
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This video is for entertainment purposes only and reflects my own opinions based on my personal situation, life experiences, and research. The information provided should not be considered professional tax, legal, or financial advice. Always consult with qualified professionals so that your specific situation can be taken into account, and make sure to do your own research. After all, you are the one who cares most about your money. I hope you enjoy this Capitalize review, and thank you for watching!