Navigating the complexities of retirement planning can be daunting, especially when managing multiple 401(k) accounts and understanding associated fees. Beagle is a financial concierge service designed to streamline this process, helping individuals efficiently locate, manage, and optimize their retirement funds.​

Comprehensive 401(k) Management

Beagle specializes in tracking down all your old 401(k) accounts, simplifying the management of your retirement funds. By consolidating your 401(k)s, Beagle ensures you have a clear view of your investments, potentially reducing fees and improving investment performance.​

Uncover and Reduce Hidden Fees

Many 401(k) plans come with hidden fees that can significantly erode your retirement savings over time. Beagle's platform identifies these fees, providing transparency and actionable insights to help you minimize costs and maximize your returns.​

Effortless Rollover Services

With Beagle's user-friendly platform, rolling over your 401(k) to a more favorable retirement account is straightforward. This service can lead to substantial savings by offering better investment options and lower fees, all while simplifying the rollover process.​

Access to Funds with Favorable Terms

Beagle offers the ability to unlock funds from old 401(k)s and IRAs, allowing you to borrow at 0% net interest. This feature provides a cost-effective alternative to high-interest loans, offering financial flexibility when you need it most.

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Ideal for Professionals with Multiple Employers

Professionals who have changed jobs multiple times often accumulate several 401(k) accounts. Beagle is tailored for individuals seeking to consolidate these accounts, reduce fees, and gain better control over their retirement planning.​

Beagle's platform is designed for ease of use, ensuring that users can effortlessly manage their retirement funds. The service emphasizes security, protecting your financial information with robust measures to give you peace of mind.​ In summary, Beagle serves as a comprehensive solution for individuals aiming to streamline their retirement planning. By offering services that locate old 401(k)s, uncover hidden fees, facilitate easy rollovers, and provide access to funds at favorable terms, Beagle empowers you to take control of your financial future with confidence.