• Request a no-obligation meeting today to ensure the retirement you want is the one you have.

    Total Wealth Management

    You retire ONCE. We help people retire EVERY DAY.

    IRA & 401(k) Rollovers

    When you change jobs or retire, there are four things you can generally do with the assets in any employer-sponsored retirement plan:

    • Leave the money where it is
    • Take the cash (and pay income taxes and perhaps a 10 percent additional federal tax if you are younger than age 59½)
    • Transfer the money to another employer plan (if the new plan allows)
    • Roll the money over into an IRA

    Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you.


    Strategies for Financial Independence

    To schedule a time to discuss your financial future, contact us at info@swan-capital.com or call us at 850-380-9558 today!

    Contact Us

    Phone: 850-380-9558
    Email: info@swan-capital.com

    Our Location

    107 W. Gregory Street
    Pensacola, FL 32502

    2053 Dauphin Street
    Mobile, AL 36606


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