55,000 Surcharge-Free ATMs
Our account holders have access to 55,000 surcharge-free Allpoint ATMs nationwide and around the world.
Why you should consider refinancing regardless of rates
Periodically examining your existing mortgage and potential mortgage options is a smart move.
MutualFinancial Investment Services' professional guidance helps you quickly navigate the different investment products so you can make sound financial decisions.
MutualWealth Management Group is our premiere asset management and trust services solution provider for high net-worth clients.
Just having a 401(K) doesn't mean you're making the most of it.
There's no doubt a 401(k) is one of the easiest ways to save for your retirement. But having one and maximizing it are two very different things.
Sign up for a free consultation
Fail to Plan? Plan to Fail
Develop a proper plan, preferably in conjunction with an investment or financial advisor.
Hands out of the Cookie Jar
Never touch your 401(k) before you retire; it means paying additional fees and less returns.
Keep it Rolling
If you are changing jobs, don’t forget to think about rolling over your previous 401(k) to your new employer.
1% Makes a 100% Difference
Follow the 1% rule; i.e., try and increase your savings by a percent each year and you won’t feel the pinch.
Patience is a Virtue
If you work into your retirement years, keep your 401(k) till you actually retire.
A Helpful Guide Doesn't Hurt
Get help with your investments. It is your retirement you are preparing for and you want to be stress-free.
HELPING YOU AVOID COSTLY 401K MISTAKES
Unbalanced portfolios, unnecessary rollovers into IRAs; we have seen it all and can help prevent you from making some costly mistakes.
SIGN UP FOR A FREE 401K CONSULTATION
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
We have Answers
401K Planning Frequently Asked Questions
Are there any ongoing costs for a 401K rollover or IRA management?
There may be an annual maintenance fee ranging from $1 to $40, depending on the types of investments you choose.
What information should I have ready to begin the 401K Rollover process?
You'll be asked to present your U.S. Social Security number and one valid form of identification.
Acceptable forms of ID include:
You will also need to provide personal information, including:
Finally, you will need to provide a statement for your current plan, as well as general information on your chosen owner or successor of the account if something were to happen to you (this person does not need to be present).
How much does it cost for MutualFinancial Investment Services to complete a 401K rollover for me?
Why would I want to rollover my 401K from my previous employer?
Planning for Your Financial Life StagesHaving a sound overall financial strategy requires you to recognize...
How Well Are Your Stock Investments Doing?Make sure you know the answer
Ways to Reduce Your Risk of Identity TheftOne of the fastest growing crimes in America
We’ve created an extensive resource center to help you make the most of your money!