Roll Over Your 401k: Quick Start Guide

Written By:
Haley Sacks
(aka Mrs. Dow Jones)

Did you know that when you switch jobs, you're supposed to rollover your 401k? Well, fear not – I've got the lowdown on the easiest way to do it, even if you can't remember the name of your former work bestie or your old account details. The secret? Capitalize.

The Hidden Fortune Awaits

Capitalize is a free service that's about to become your new best friend. It digs into the depths of your financial history to find that forgotten 401k and smoothly rolls it into an IRA. Yes, it's magic – even if it's been years since you worked at that old job.

Ready to embark on this financial adventure? Head over to and let me guide you through the process.

  1. Location, Location, Location: When Capitalize asks if you know where your 401k is, go ahead and hit 'no.' Let's be real – who remembers that stuff?
  2. Enter Your Former Workplace: Think back to where you used to clock in, let's say LVMH. Capitalize takes it from there, effortlessly locating your forgotten 401k.

Rollover Made Ridiculously Simple

Now that your old 401k is in the spotlight, it's time to roll it over. Whether you already have an IRA or need help choosing one, Capitalize is your financial fairy godmother.

  1. IRA Information: If you've got an existing IRA, plug in the details. If not, no worries – take my quiz, and Capitalize will match you with the perfect provider.
  2. Sign Up for Your Free Capitalize Account: Creating an account is a breeze. Just feed in your IRA number, and Capitalize takes the reins, tracking down and rolling over that old 401k for you.

The Financial Magic Behind Capitalize

But here's the million-dollar question: How does Capitalize offer this service for free? It's simple – they get paid by IRA providers who want you to reclaim YOUR money. Over 1 trillion in assets are left behind due to job changes – don't let that be you!

Head to to get started, stay rich, and let's make finance cool! 💰✨ #StayRich #FinanceIsCool