When you change jobs: You & your 401k

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.

The purpose of this newsletter is to provide information of general interest to our clients, potential clients and other professionals. The information provided is general in nature and should not be considered complete information on any product or concept described. For more complete information, please contact us at (916) 781-3373.