By David Lesnick on Thursday, 09 May 2024
Category: Retirement

Job change?

If you've lost your job, or are changing jobs, what about your 401(k)?

You have options.

1. Do nothing: do you want your old employer investing for you
2. Should you cash it in?
3. Should you roll it over?

Meet with a financial professional.

When changing jobs, you have choices. It's important to meet with a financial professional to review all your options; the decision you make may have significant consequences both now and in the future.

Reach out to learn more!

Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. 

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