IRA & 401(k)
Rollovers

Rethink Retirement Accounts
for More Flexibility

Employer-sponsored plans like 401(k)s serve a great purpose during your working years, but they may not be the best option in retirement. Rolling your account into an IRA can offer more control, lower fees, and broader investment choices. Galileo Wealth Management guides you through the decision with clarity and care.

We evaluate factors like:

  • Tax implications of traditional vs. Roth rollovers
  • Required minimum distributions (RMDs)
  • Consolidation of multiple retirement accounts
  • Investment options and risk management


Our goal is to help you make informed decisions that improve the flexibility and efficiency of your retirement income strategy — not just now, but for decades to come.

Request a Rollover
Review

We’re here to help you build a financial plan that honors your hard work and secures your future. Fill out the form below to schedule an appointment or click on the link to schedule an appointment.