What to do with your old 401k
If you've changed jobs or retired, there's a good chance you still have a retirement plan with a former employer.
Deciding what to do with an old 401(k), 403(b), or 457 plan is an important financial decision. Your old employer retirement plan may be one of your most valuable retirement assets. While it's easy to put this decision off, understanding your options can help you avoid unnecessary taxes and make more informed decisions about your retirement savings.
To help you get started, ask yourself these questions:
What are my options for my old employer retirement plan?
Do I have to move it?
Should I leave it where it is or roll it over?
Could moving it trigger taxes?
Is an IRA the right choice for me?
How can this account fit into my retirement income plan?
To help answer those questions, I'd like to share this complimentary guide with you:
What Should I Do With My Old 401(k) or Employer Plan?
A practical guide to understanding your options for an old 401(k), 403(b), or 457 plan, including how to avoid common rollover mistakes and help protect the tax advantages of your retirement savings.
Inside you'll discover:
Five common options for handling an old employer retirement plan, including many 401(k), 403(b), and 457 plans
The key steps involved with each option
How to avoid accidentally making your retirement account permanently taxable
Whether you've recently changed jobs or you're approaching retirement, this guide can help you better understand your choices and identify the next steps that may be right for your situation.
After you've had a chance to read it, simply reply to this email with any questions. If you'd like to discuss your options in more detail, I'd be happy to schedule a one-on-one conversation.
Read now: What Should I Do With My Old 401(k) or Employer Plan?