Should I Rollover My 401(k)?

Updated: Apr 15, 2019

401(k)s and IRAs have many unique features that may be meaningful to your client depending on their situation. The decision involves a discussion that is about more than just fees and investment selection.


At Castle Hill we specialize in 401(k) rollovers. If you find it advantageous to rollover your 401(k), please reach out to us here.



Updated for 2019

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Castle Hill Capital is an investment advisor registered in Pennsylvania and Virginia. Any reference to the advisory services refers to Castle Hill Capital. Registration does not imply a certain level of skill or training nor does it imply endorsement by the state of Pennsylvania or Virginia.​ Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

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