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401k rollover, ira rollover, penalty free, tax free

Qualified Rollover

Move your 401(k) or IRA into your own Self-Directed Fund and eliminate losses of your retirement account....PENALTY-FREE and TAX-FREE!

As the stock market remains an unpredictable entity, individuals are often left with feelings of uncertainty when it comes to their retirement savings. One potential solution to this issue is the Rollover of qualified funds, such as 401k and IRA accounts, into a self-directed fund. By doing so, individuals can gain complete control of their retirement savings, allowing for more freedom and flexibility in investment choices.

The impact of market volatility on traditional retirement accounts, such as 401ks and IRAs, is well-documented. Since the Dow Jones was established in 1896, the market has experienced a 43% drop every 9.875 years on average. Especially with the market turmoil in recent years, it's no wonder that many individuals are seeking alternative options for their retirement savings! By moving your fund into a self-directed account, you can allocate your retirement account in a wider variety of assets, such as real estate, life insurance, precious metals, and cryptocurrency, which can help to diversify your portfolio and potentially mitigate the impact of market downturns.

In addition to the benefits of increased flexibility and diversification, a rollover into a self-directed account can also eliminate the fees associated with traditional advisor-managed accounts. With advisor fees going up to 6.22%, a self-directed account can provide significant cost savings over time, ultimately leading to a larger retirement nest egg.

Palmer Czaplicki, founder, Lion's Share Wealth, lions share wealth

Palmer Czaplicki

Founder

Request A Custom Program

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Palmer Czaplicki

Founder

The Smart Way To Protect Your Future

Request a complimentary program that can protect your family and business, plus give you an opportunity to grow long-term tax-free wealth.

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Palmer Czaplicki

Founder

The Smarter Way To Buy Life Insurance

Apply today for life insurance coverage that can protect your family if life hits the fan. Get an instant estimate today on life insurance that can protect your family plus give you an opportunity to grow long-term wealth.

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Get In Touch

Get In Touch

Palmer Czaplicki

Palmer Czaplicki

(602) 641-2911

(602) 641-2911

11201 N Tatum Blvd #300

11201 N Tatum Blvd #300, Phoenix, AZ 85028

lions share wealth, Lion's Share Wealth, tax-free retirement, Other People’s Money, other peoples money, OPM, tax-free retirement

Palmer Czaplicki

Founder