The opinions voiced in these recordings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
Whether you’ve retired or recently changed employers, a plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages:
- Leave the money in your former employer’s plan, if permitted;
- Roll over the assets to your new employer’s plan, if one is available and rollovers are permitted;
- Roll over to and IRA; or
- Cash out the account value.
Looking for great service? That’s what we strive for!
Learn about our straightforward approach and get a second opinion on your investments. We will promptly reach out to you to schedule an appointment. No obligation, no cost. Just fill out your info below: