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Beagle is your
financial concierge.

    • Find your old 401(k)s, 403(b)s, 457...

    • Discover your 401(k)s hidden fees
    • Hassle-free rollover
    • Unlock your old 401(k)/IRA
    • ...and more!
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WHAT WE DO

Build a better retirement

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Find Your Old 401(k)s

Beagle will track down all your old 401(k)s for you. Sign up only takes 3 minutes.

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Find The Hidden Fees

Beagle can show you all of the hidden fees that are robbing your retirement of thousands of dollars.

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Rollover & Save

With 1 click, you could rollover to a better retirement account, save thousands and never worry about tracking your 401(k)s again.

WHAT YOU GET

Peace of mind

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It’s not chump change

With the average person changing jobs every 4 years, over $3.1 trillion dollars have been left behind at old jobs collecting huge fees. And with the average 401(k) account worth $112,300, a single lost account can really affect your retirement.

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It’s your money. Don’t lose it

At Beagle, we were tired of how hard it was to keep track of our old 401(k) accounts. We never knew where they all were, if they were making money or what fees we were paying. That’s why we made the easiest way to find all of your 401(k)s.

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Know what you’re paying

The average 401(k) charges a whooping .97% in fees! That could be costing you 28% of all your retirement money. Let Beagle calculate those fees for you so that you get a sense of how much you are losing on fees.

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Lower fees made easy

You can easily select an existing IRA custodian of your choice or if you don’t have one, Beagle is teaming up with top IRA providers to offer you an industry-leading low fee robo-advisory solution to bring you a better way to save for retirement. Combine all your 401(k)s in one place and cut your current fees by up to 3x. Signup only takes 3 minutes.

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This website, including all content, technology, services and related intellectual property, is the proprietary information of Beagle Financial Services, Inc. and its subsidiaries and affiliates, including Beagle Invest, LLC. All copying, distribution, transmission, republication and any other unauthorized use and access are prohibited. Usage will be monitored.

Beagle, Beagle Invest and Beagle Financials and any related logos and slogans are registered trademarks or trademarks of Beagle Financial Services, Inc. and/or Beagle Invest, LLC (as applicable).

Beagle Invest, LLC is an SEC Registered Investment Advisor. Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC, provides clearing and execution services and serves as qualified custodian for advisory assets of Beagle Invest, LLC clients. Securities in accounts are protected up to $500,000 (https://www.sipc.org).

By using this website, you understand that the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Articles and customer support materials available on this website are for educational purposes only. Use of third party company logos does not imply any affiliation with or endorsement by those companies. Beagle Invest, LLC reserves the right to restrict or revoke any and all offers at any time.

Investing involves risk, including loss of principal. Past performance does not guarantee future results. Consider your investment objectives and Beagle Invest, LLC fees and expenses before investing. Fees for individual ETFs in the portfolios will reduce a client’s return and fee information can be obtained in the individual ETF’s prospectus.

Suggested portfolio recommendations for each client are dependent upon current and accurate financial and risk profiles. Clients should promptly update their profile information on the Beagle website when financial circumstances or investment objectives change.

When deciding whether to rollover a retirement account, you should carefully consider your personal situation and preferences. Information provided by Beagle is only for general purposes and is not intended to replace any individualized recommendations for you to follow a particular suggestion. You should consider all the factors that should be evaluated in a rollover decision including investment options, fees, expenses, penalties and account protections from legal and creditor risks, and make a comparison to your current retirement account. You should consult with your own financial and tax advisor before making a rollover decision.

Beagle Invest, LLC offers Individual 401(k) accounts with loan provisions that allow for participant loans at an interest rate equal to the prime rate plus 1-2 percentage points. Interest on loans paid by clients is contributed back into the client’s Individual 401(k) accounts. Interest paid on loan is non tax-deductible. Loans taken from an Individual 401(k) account can impact the 401(k) account’s investment value, reducing the opportunity to grow the investment. The risks of taking loans from Individual 401(k) accounts should be considered carefully.

Please review our Form CRS, Form ADV Part II and other additional important risks and disclosures on https://meetbeagle.com/legal

Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital.

The information contained on this Website is not intended as, and shall not be understood or construed as, tax advice. It is not a substitute for tax advice from a professional.