When you change employers or enter retirement, you likely have four choices of what to do with your retirement account. Most of these steps will be the same whether your retirement account is a:
Profit Sharing Plan
Cash Balance Pension Plan, 403(b)
457 retirement account
What are those choices, and what are the pros/cons of each choice?
In this episode of After The Paycheck, Ryan and Adam discuss the options you have with old retirement accounts and what are some factors you may want to consider before making the choice that is best for you.
Have a list of questions around your finances? Thinking about your retirement situation?
Let’s take some time to talk about the money obstacles you may be facing.
Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help.