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FAQs

Tulsa Capital Investments LLC FAQs

Free Initial Investment Review  |  Same-Day Appointments  |  Quick Turnaround Times

Free Initial Investment Review

Same-Day Appointments

Quick Turnaround Times

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Learn About Tulsa Capital Investments LLC

Have a finance-related question? We have the answer. Check out these FAQs and give us a call today for more information!

  • How do I start a 401k plan for my business?

    We will do some analysis and determine what plan will work best for you, then you will do a plan adoption agreement. Next, you will offer the option to elect to participate in the plan and start the payroll withholdings for the funding. Call the 401k company Tulsa, OK trusts to get started today.

  • Can I cash out my 401k?

    To cash out all or part of a 401k retirement fund without being subject to penalties, you must be 59 1/2 years of age, pass away, become disabled, or undergo some sort of financial hardship. Call our 401k advisor in Tulsa, OK today to learn more.

  • What happens to my 401k if I quit my job?

    If you leave a job, you have the right to move the money from your 401k account to an IRA without paying any income taxes on it. This is called a rollover IRA. If you need help moving your 401k in Tulsa, OK, contact us today.

  • What are the penalties for cashing out my 401k?

    There is a 10% penalty plus whatever tax bracket you are in. To learn more about cashing out your 401k in Tulsa, OK, give us a call today.

  • What are the 5 steps of financial planning?

    When you work with the financial planning advisors Tulsa, OK trusts, they will take you through these steps: 


    1. Define financial goals
    2. Gather your financial and personal information
    3. Analyze your financial and personal information
    4. Develop the financial plan
    5. Implement the financial plan

    Contact us today to get started!

  • Why should I hire a financial planner to manage my money?

    A financial planner can save you thousands of tax dollars and find higher-yielding investment products. Give our financial planning advisors in Tulsa, OK a call today and we can help you get started.

  • What experience should a financial planner have?

    Your financial planning advisors in Tulsa, OK should have experience in equities, bonds, taxes, stocks, mutual funds, and estate planning. Our team has all of this experience and more. Call us today!

  • Which certifications should my financial planner have?

    Your financial planner should have CFP (Certified Financial Planner) and RIA (Registered Investment Advisor) certifications. As the financial planning advisors Tulsa, OK counts on, we have these certifications. Contact us today! 


  • How much does a financial planner cost?

    Financial planners can work off of commission or fee-only, depending on the situation. Contact our financial planning advisors in Tulsa, OK today to learn more.


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