How do I rollover my IRA?

  • Become an investment client with Black Oak Wealth Management.
  • Open a IRA (obtain an account number)
  • Tell your 401k provider to send a check to our custodian, made out to TD Ameritrade Institutional - PO Box 650567 Dallas, TX 75265-0567 with your account # in the memo-line/instructions & Rep Code #ADIG
  • If your institution requires forms, we'll be happy to help you complete the necessary information, conference call the retirement plan if needed so that you can have us ask the right questions for you, etc... some people try to make things difficult. We're here to make your life easier.