When you change jobs: You & your 401k tagged:

When you change jobs: You & your 401k

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You MayHave an important decision to make…

What to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan. Since these funds were originally intended to help provide financial security during retirement, you need to carefully evaluate which of the following options will best ensure that these assets

Why Taking a Lump-Sum Distribution May Be a Bad Idea:

While a lump-sum distribution can be tempting, it can also cost you thousands of dollars in taxes, penaltiesandlostgrowthopportunities…moneythatwilnotbeavailableforfutureusein retirement.

Please contact my office if you would like additional information on rolling funds over from a previous employer’s retirement plan.

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