💼 Florida Retirement Solutions
Roll Over Your 401(k) Without Losing a Dollar
Penalty-free 401(k) rollovers and recovery of abandoned retirement accounts across Florida. Your old 401(k) could be worth more than you think.
About 401(k) Rollover & Recovery
Millions of Americans leave jobs and leave their 401(k) behind. If you have an old or forgotten 401(k) from a previous employer, Florida Retirement Solutions can help you find it, recover it, and roll it into a more powerful retirement vehicle.
We also guide current employees through penalty-free 401(k) rollovers when changing jobs or retiring. One wrong move during a rollover can trigger taxes and penalties — we make sure it's done right the first time.
What You Get
- Penalty-free rollover guidance from start to finish
- Help locating and recovering abandoned 401(k) accounts
- Comparison of rollover destinations (IRA, annuity, new 401k)
- Avoid unnecessary taxes with proper timing
- Access to 88 receiving companies for the best rollover options
The Process
Account Audit
We identify all your existing 401(k) accounts, including any you may have forgotten about from old jobs.
Rollover Analysis
We compare all your rollover options side by side so you understand the pros and cons of each.
Paperwork & Transfer
We handle the paperwork and coordinate the transfer to avoid common mistakes that trigger penalties.
Ongoing Management
Your rolled-over funds are placed into a plan aligned with your retirement timeline.
Get Started Today
Free 30-minute consultation with Maria Navas. No pressure. No obligation. Just clarity.
✓ Independent — no product bias
✓ Access to 88 companies
✓ Serving all of Florida
✓ FRS specialists
Common Questions About 401(k) Rollover
Related Services
Retirement Planning
Comprehensive, personalized retirement planning that gives you access to 88 companies and flexible savings vehicles aligned with your goals.
🏦IRA Planning
Strategic IRA planning including Roth conversions, contribution optimization, and IRA rollover coordination to minimize taxes and maximize growth.
📈Grow Your Savings
Expert savings growth strategies with risk management built in — whether you are starting out or looking to maximize an existing portfolio heading into retirement.
Ready to Secure Your Retirement?
Schedule a free 30-minute consultation with Maria Navas. No pressure. No obligation.
Independent advice. Access to 88 companies. Serving all of Florida.