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401(k) & Pensions in the US guide

This guide covers all the various pension options in the US. From traditional 401(k)s to Roth IRA.

This in-depth guide includes:

FAQs

Your first initial meeting and fact find with one of our qualified financial advisers is FREE.

In this meeting, your adviser will take a look at your circumstances; where you are in the world, where your assets currently are, and help come up with a plan of financial objectives.

Yes.

We send a letter of authority (LOA) to your pension provider/s. This is an information request and does not permit us to make any changes to your current pension/s.

Then your pension provider will provide us with the details of your current benefits and the terms & conditions of your scheme. They will also provide a transfer value. This states the amount they would pay you to exit the scheme.

Yes.

Hoxton Capital will prepare a comprehensive report for you that details your current schemes benefits and shows a comparison with your alternative options.

If you decide that a transfer is right for you, Hoxton Capital will arrange all the required paperwork to facilitate the transfer and set up the pension you wish to transfer into. Once the transfer is complete, we will then provide advice on how to best manage your assets within the new pension, in line with your preferred strategy, and help you meet your goals.

Yes!

We are registered by the SEC. Read more here and contact us for help with any financial planning.

All the things you need to know

This guide was created by our qualified pension advisers. Our advisers are some of the best in the world and understand the pains of having assets split worldwide. They have put together this easy-to-follow guide to help and inform those who may have questions about their pensions

This guide was last updated in May 2023

How can we help you?

If you would like to speak to one of our advisers, please get in touch today.

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