Welcome to AJR Capital Management

Your Trusted Investment Firm

My 401K Rollover

Rolling your 401k over to an IRA can be completed in as little as 3 steps:

(1) Contact us at Arod@AJRCM.com letting us know you would like to start the process.

(2) We will then help you to complete the necessary paperwork to inform your current 401(K) provider where you would like the money transferred.


(3) We then complete a new account application with our Custodian, Interactive Brokers LLC., and then we just wait to receive the check from your 401(k) provider.