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.

If you decide to cash out of an IRA, we can help you find suitable vehicles to help you reach your retirement income goals.


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!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.

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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