Limited availability per state — rollover demand is seasonal.
Limited availability per state — rollover demand is seasonal.
Every month, millions of Americans change jobs and leave behind 401(k) accounts. Taxcentra connects you with consumers actively exploring rollover options — people who have already used our 401(k) calculator and want guidance.
Limited availability per state — rollover demand is seasonal.
For licensed financial advisors, wealth managers, and retirement planning professionals.
Consumer Lead
Actively exploring options
Taxcentra
Qualification & matching
Your Firm
Qualified lead delivered
"The rollover leads are gold. These people have money sitting in an old 401(k) and they need help now. I closed 3 rollovers last month averaging $380K each."
David R.
Retirement Income Specialist · Phoenix, AZ
Financial Advisors
Advisors specializing in rollover and retirement transitions
Wealth Management Firms
Firms seeking AUM growth through rollover assets
Retirement Specialists
Professionals focused on 401(k), IRA, and pension rollovers
Fiduciary Advisors
RIAs providing best-interest rollover guidance
Advisory Teams
Teams handling high-volume rollover transitions
Hybrid Advisors
Advisors offering rollover into managed accounts or annuities
Taxcentra delivers consumers at the exact moment they're considering what to do with their 401(k).
Every lead is a real consumer who completed a financial questionnaire on our platform. Here's a snapshot of what to expect.
K. Nelson
Age 52 · Ohio
Savings
$350K – $500K
Est. Value
$350K+ rollover
Timeline
Wants to act within 30 days
Contact
Prefers phone call
Interest
Left employer, needs help rolling over 401(k) to IRA
A. Garcia
Age 44 · Texas
Savings
$200K – $350K
Est. Value
$200K+ rollover
Timeline
Actively researching options
Contact
Available evenings
Interest
Recently changed jobs, comparing rollover vs. leaving in plan
P. Richardson
Age 60 · Florida
Savings
$600K – $900K
Est. Value
$600K+ AUM
Timeline
Planning to retire in 2 years
Contact
Prefers phone call
Interest
Consolidating 3 retirement accounts before retirement
W. Brooks
Age 58 · Michigan
Savings
$400K – $600K
Est. Value
$400K+ rollover
Timeline
Decision deadline in 90 days
Contact
Prefers phone call
Interest
Evaluating lump-sum pension option vs. monthly payments
Each Lead Includes 15+ Data Points
What you see above is just a preview. Every lead delivered to your account includes full contact details and deeper financial data:
Lead details shown above reflect the type of data our partners receive. Contact information is exclusive to active partners.
We focus on intent-driven consumers — not cold lists.
We run targeted search campaigns reaching Consumers evaluating 401(k) rollover options after job changes or approaching retirement.
Users complete a multi-step questionnaire capturing savings & coverage needs, timeline, and intent level.
We verify contact details and confirm interest before delivery.
Qualified prospects are matched and delivered exclusively — never shared.
Limited availability per state — rollover demand is seasonal.
Actively searching for solutions
Completed a multi-step qualification process
Phone verified before delivery
Expect to be contacted
These aren't cold leads — these are active inquiries.
Leads have used our 401(k) calculator — they're actively evaluating options
Exclusive delivery — rollover leads are not shared with competing advisors
"Money in motion" prospects with real assets ready to move
Full profile includes balance range, employment status, and urgency timeline
No contracts · Cancel anytime
"What I like is the data — I can see their balance range, employment status, and timeline before I call. Makes every conversation productive."
Marcus T.
Wealth Advisor, CFP® · Charlotte, NC
"These are 'money in motion' leads. They've already done the math with the calculator and they know they need professional guidance. My close rate is over 30%."
Jennifer W.
Independent RIA · Seattle, WA
Get started in minutes — book a quick strategy call and receive 5 free leads.
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