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Can you leave your 401(k) alone and keep it with an old company? Can you be forced into a transition, rollover, or cash-out? These are questions I get asked pretty regularly by people who are switching jobs or transitioning careers, and knowing your options when it comes to an old 401(k) is really important, so today I'll be discussing your options in this area.
You can find show notes and more information by clicking here: https://bit.ly/3htzBcw
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan
By Jonathan Bednar II, CFP4.8
1515 ratings
Can you leave your 401(k) alone and keep it with an old company? Can you be forced into a transition, rollover, or cash-out? These are questions I get asked pretty regularly by people who are switching jobs or transitioning careers, and knowing your options when it comes to an old 401(k) is really important, so today I'll be discussing your options in this area.
You can find show notes and more information by clicking here: https://bit.ly/3htzBcw
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

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