Click below to listen to Episode 24 – Retirement Plan Rollover Choices
Retirement Plan Rollover Choices
The one constant in this world is change. Change happens whether we are ready for it or not.
You just left your current job and have moved on to a new company or maybe you are retiring. Are you wondering what to do with your old 401(k) or other type of company retirement plan?
There are pros and cons with all of your options, and in this episode Bob and Mary Jo will walk you through those choices.
Before deciding whether to retain assets in a 401(k) 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. Please view the Investor Alerts section of FINRA website for additional information.
HOSTED BY: Bob Barber, CWS® and Mary Jo Lyons, CFP®