Wealth Planning with Louis Green

Navigating options for your 401(k) plan after retirement or a job change


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Join us as we explore the choices you face with your 401(k) plan when transitioning away from your current job or retiring. We discuss the four main options individuals have with their 401(k) plan after retirement or a job change. We will discuss the advantages and disadvantages of each option. We will also share a few real world examples from clients we worked with.
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Wealth Planning with Louis GreenBy UBS advisor podcasts