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Episode 98: "Maximize Your 401(k) - 4 Options When You Leave Your Job"
Whether you leave a job, retire, or are laid off and you
have a 401(k), you'll need to decide what to do with it. In this video, Tom shares the 4 options you have to maximize your 401(k) when you leave your job, including the pros and cons of each option. He also discusses how timing is a
crucial factor in determining the best choice for your specific situation.
If you're anticipating leaving your job or have recently
been laid off, educate yourself on these 401(k) options so you can make the best decision for your financial future.
Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐
๐ฏ๐ฒ๐น๐ผ๐!
๐
TIMESTAMPS
00:00 Maximize Your 401(K) โ 4 Options to Consider When You
Leave Your Job.
00:25 Option #1 Leave your 401(k) where it is.
01:27 Option #2 Take it with you to a new job.
02:40 Option #3 Rollover your 401(k) to an IRA.
03:58 Option #4 Cash out your 401(K) (and why this is
usually a bad idea).
04:53 How timing impacts your 401(k) decision.
05:52 Determining the right 401(k) option for your
situation.
06:43 Get help choosing the best 401(k) option.
07:15 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here ๐
https://mosleywealthmanagement.com/contact/
===========================================
If you enjoy this content, please ๐๐๐๐๐๐๐๐๐!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===========================================
โญ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
ย
Learn the key components you need to include in your retirement plan:
Check this video out: https://youtu.be/QkJzvbZ_gDs
ย
#MaximizeYOur401K
#401KRollover
#LaidOffwitha401K
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
ย
DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth
Management, Inc. (โMWMโ). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766
ย Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the
information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.
ย
View all episodes
By Tom MosleyWhether you leave a job, retire, or are laid off and you
have a 401(k), you'll need to decide what to do with it. In this video, Tom shares the 4 options you have to maximize your 401(k) when you leave your job, including the pros and cons of each option. He also discusses how timing is a
crucial factor in determining the best choice for your specific situation.
If you're anticipating leaving your job or have recently
been laid off, educate yourself on these 401(k) options so you can make the best decision for your financial future.
Jump to a segment using the ๐๐ถ๐บ๐ฒ๐๐๐ฎ๐บ๐ฝ๐
๐ฏ๐ฒ๐น๐ผ๐!
๐
TIMESTAMPS
00:00 Maximize Your 401(K) โ 4 Options to Consider When You
Leave Your Job.
00:25 Option #1 Leave your 401(k) where it is.
01:27 Option #2 Take it with you to a new job.
02:40 Option #3 Rollover your 401(k) to an IRA.
03:58 Option #4 Cash out your 401(K) (and why this is
usually a bad idea).
04:53 How timing impacts your 401(k) decision.
05:52 Determining the right 401(k) option for your
situation.
06:43 Get help choosing the best 401(k) option.
07:15 End
Have specific questions for Tom and the team at Mosley Wealth Management?
Contact us here ๐
https://mosleywealthmanagement.com/contact/
===========================================
If you enjoy this content, please ๐๐๐๐๐๐๐๐๐!
https://www.youtube.com/channel/UCPMvD3G1cZA1Kz4CKnwynhA?sub_confirmation=1
===========================================
โญ๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐ ๐๐๐๐๐โญ
- Facebook: https://www.facebook.com/mosleyeaseintoretirement
- Instagram: https://www.instagram.com/easeintoretirement/
- LinkedIn: https://www.linkedin.com/company/mosley-wealth-management
ย
Learn the key components you need to include in your retirement plan:
Check this video out: https://youtu.be/QkJzvbZ_gDs
ย
#MaximizeYOur401K
#401KRollover
#LaidOffwitha401K
#RetirementIncome
#RetirementPlanning
#RetirementStrategy
#FinancialEducation
#FinancialLiteracy
#HowToRetireEarly
#RetirementPlanningAt50
#RetirementPlanningAt60
#HowMuchDoINeedToRetire
#HowToRetireEarly
#RetirementPlanningTips
#FinancialAdvisor
#SocialSecurity
ย
DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth
Management, Inc. (โMWMโ). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766
ย Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the
information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.
ย