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What Should I Do with My Old 401(k) or Employer Plan?
When you leave an employer (whether you’re changing jobs or retiring), your retirement plan doesn’t automatically move with you. You have to make a critical decision (or risk having that decision made for you in a way that’s better for the company or costs you money).
Your employer plan is one of your most valuable retirement assets, and deciding where it should go next is a decision with plenty of pitfalls and opportunities.
Handle it the right way, and you’ve protected your money’s tax-deferred growth and are in an optimal position for your current and future goals.
Handle it the wrong way, and you’ve given yourself a surprise tax bill, exposed yourself to potential IRS penalties, or robbed yourself of potential future wealth.
If you fall into any of these categories…
You’re in the right place. After you’re done listening this podcast, you’ll decide which of these strategies makes the most sense for your old retirement plan and know how to take the next steps that are right for you.
Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
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By Mansoor Ahmad
5
44 ratings
When you leave an employer (whether you’re changing jobs or retiring), your retirement plan doesn’t automatically move with you. You have to make a critical decision (or risk having that decision made for you in a way that’s better for the company or costs you money).
Your employer plan is one of your most valuable retirement assets, and deciding where it should go next is a decision with plenty of pitfalls and opportunities.
Handle it the right way, and you’ve protected your money’s tax-deferred growth and are in an optimal position for your current and future goals.
Handle it the wrong way, and you’ve given yourself a surprise tax bill, exposed yourself to potential IRS penalties, or robbed yourself of potential future wealth.
If you fall into any of these categories…
You’re in the right place. After you’re done listening this podcast, you’ll decide which of these strategies makes the most sense for your old retirement plan and know how to take the next steps that are right for you.
Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.