Service Overview
401(k) / IRA Rollovers
A clear review of what happens to retirement funds when you change jobs or accounts.
What it is
Rolling over a 401(k) or IRA involves moving retirement funds between accounts. Options, timelines, and tax treatment vary, so reviewing the details before acting can help avoid unintended outcomes.
Who this may be for
People changing jobs, retiring, or holding retirement funds in more than one account.
Why choose SO Financial Agency
As an independent agency, SO Financial Agency is not tied to a single carrier. Sandra Owusu works with you directly, from the first conversation onward.
- Personalized planning
- Responsive support
- Competitive coverage options
- A digital-first approach with a human touch
- Clear guidance at every step
How it works
1. A first conversation
You tell us about your situation, your goals, and what you want to protect or plan for. No obligation, no pressure.
2. A clear review of options
We compare the options available from the carriers we work with and explain the features, costs, and tradeoffs in plain language.
3. You decide, we handle the paperwork
If you choose to move forward, we guide you through the application and stay available for questions afterward.
Insurance products are subject to carrier approval, policy terms, conditions, and availability. This website provides general information and is not a contract or guarantee of coverage.