401k Rollover Logan is a Cache Valley education and referral service with one job: helping local people understand the rules that govern old workplace retirement accounts — before they sign anything. We serve Logan and eleven surrounding communities, from Lewiston to Wellsville.
Most rollover mistakes aren’t caused by bad intentions — they’re caused by rules nobody mentioned until it was too late: the Rule of 55 that dies on rollover, the 20% withholding on a check made out to you, the $7,000 force-out threshold, the Roth conversion that can’t be undone. We think those rules should be explained plainly, with the numbers shown, at no cost — and that a person who understands them makes a better client for any advisor and a better steward of their own money.
Every figure on this site traces to a published source — IRS revenue procedures, the tax code, Department of Labor guidance, Utah statute — cited at the bottom of the page where it’s used. Tax-year constants are reviewed each January.
Our free tools run entirely in your browser — nothing you type is transmitted or stored — and each one explains its formula and its limits rather than hiding them.
Education here is no-cost. When you request a consultation, we refer you to an independent advisory firm and are paid for that referral — explained in full in our Referral Marketing Disclosure. That incentive is exactly why we put the rules and calculators in your hands first.
A rollover is not automatically the right move — our own comparison pages say so in detail. The consultation creates no obligation, and “stay put” is a perfectly good outcome.
401k Rollover Logan is an educational publisher and referral service. We are not an investment adviser, broker-dealer, accounting firm, or law firm, and we don’t provide personalized investment, tax, or legal advice. The advisory firm we refer you to will identify itself clearly and provide its own regulatory disclosures — ask for them. Our Disclaimer spells all of this out.
We’re a service-area business based in Logan (41 East 400 North #331, Logan, Utah 84321) serving all of Cache Valley — see the full service area list. Reach us at 435-291-5444 or contact@401krolloverlogan.com; we respond within one business day.
Not sure what to do with an old 401(k) or retirement plan? Start with a no-cost, no-obligation conversation about your available rollover choices.
Prefer to talk? Call 435-291-5444.
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