401(k) Rollovers

Keep Your Retirement Savings Working for You

When you leave a job or retire, what happens to your 401(k)? At Arcuri & Associates Assurance Agency, we help clients across Columbiana County, Mahoning County, and Northeastern Ohio roll over their 401(k) accounts into retirement vehicles that work best for their goals. Whether that means moving funds into an IRA or protecting them with annuities, we guide you step by step so you feel confident in your choices.

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What Is a 401(k) Rollover?

A 401(k) rollover is the process of moving your retirement savings from an employer-sponsored 401(k) plan into another qualified account, such as an IRA or an annuity. This helps you:

  • Maintain tax-deferred growth
  • Gain more investment flexibility
  • Consolidate retirement accounts
  • Avoid penalties when handled correctly
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Who Needs a 401(k) Rollover?

Anyone who has recently:

  • Retired or is preparing to retire
  • Changed jobs and left behind a 401(k)
  • Wants to simplify multiple retirement accounts into one
  • Is looking for greater control over their retirement savings

If you’ve searched for 401(k) rollover help near me in Columbiana or Mahoning County, you’re in the right place.

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How Much Does a 401(k) Rollover Cost?

Our guidance is free. There are no extra fees for consulting with us about your rollover options — we’re here to educate, explain, and make the process stress-free.

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How a 401(k) Rollover Fits with Medicare & Retirement

Retirement isn’t just about saving money — it’s about making sure your savings work hand-in-hand with your healthcare needs. That’s why we align 401(k) rollover strategies with Medicare planning, ensuring your future income supports both daily living and medical expenses.

See How Rollovers Fit Your Retirement Plan

Why Choose Arcuri & Associates Assurance Agency?

01

Face-to-Face Education

We meet where you’re most comfortable — at your home, a coffee shop, or your office.

02

Ongoing Support

From the first rollover conversation to years into retirement, we’re here before, during, and after.

03

Local + Licensed

Serving Columbiana County, Mahoning County, and Northeastern Ohio, with licensing in OH, PA, WV, and FL.

04

No consulting fees

We don’t charge for rollover advice — our mission is to educate and support.

Searching for 401(k) rollover help near me in Columbiana or Mahoning County? With Arcuri & Associates Assurance Agency, you’ll always get step-by-step education, personal guidance, and ongoing support long after the rollover is complete.