Discover ways to help protect
your 401(k) savings
Learn how a 401(k) review can help you understand your options for managing risk, growth, and future income.
Watch the video below:
A 401(k) is a powerful retirement savings tool.
When you change jobs or set new goals, a rollover can help your money work more efficiently for your future.
KEY BENEFITS
HERE’S WHAT YOU’LL LEARN
This service is ideal for individuals who have already built savings in a 401(k) and want to make smarter use of those funds after changing jobs or reassessing their financial goals.
It’s also a great option for families who value protection and preparedness, and for professionals who want to move closer to a more confident, organized, and tax-efficient retirement strategy.
1
How to protect your 401(k) from market losses
2
How to preserve all the tax advantages of your 401(k)
3
How to create lifetime income for your retirement
4
How to avoid costly mistakes most people make
5
How to transition easily, securely, and without taxes
About Antunes Financial
The name Antunes means “invaluable” and “praiseworthy.”
That meaning shapes our standard.
We believe families are never transactions.
Every interaction must reflect excellence, integrity, care, and clarity.
At Antunes Financial, trust is earned through how we serve, every time.
FOUNDERS
Mauricio Antunes is an entrepreneur, speaker, and licensed financial agent, and the CEO of Antunes Financial. He holds an MBA in International Business Management and brings over 20 years of professional experience leading multicultural teams.
Mayara Antunes, co-founder of Antunes Financial, is a licensed financial agent with extensive experience in people development and a specialist in mentoring new agents.
Together, Mauricio and Mayara lead Antunes Financial with a shared vision: to empower families and professionals to move forward with clarity, confidence, and peace of mind.
OUR NUMBERS
1.3k+
Intrerested People
in 2024
500+
Families Protected
since 2019
100%
Focused on our
clients' needs
NOT SURE YET?
Frequent Asked Questions about the
401(k) Rollover
What exactly is a 401(k) rollover?
It means transferring your 401(k) balance to a safer, more customized retirement account — keeping all your tax advantages. Think of it as a repositioning, not a cash-out.
Do I pay taxes on a rollover?
No. When done properly, a rollover preserves all your tax benefits — there are no fees or penalties involved.
Why should I do a 401(k) rollover?
To protect your money from market drops, avoid losses, earn rollover bonuses, build lifetime income, and create a retirement strategy tailored to you.
Can my money still grow with the market after the rollover?
Yes! Your rollover can be placed in market-linked products, so you can benefit from market growth — without losing when it drops.
Do I have to be retired to roll over my 401(k)?
No. You can roll over your 401(k) at any stage — especially when you change jobs or want a smarter retirement plan.
GET STARTED
We do not ask for financial information at this stage.
To learn more:
Email: [email protected]
Phone:
+1 (336) 962 2474