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Leaving Your Job? Don’t Lose Your Retirement Savings!
Episode 104

Leaving Your Job? Don’t Lose Your Retirement Savings!

Retire For Less With The Annuity Expert · Shawn Plummer

January 30, 202512m 37s

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Show Notes

Leaving a job? Don't let your retirement savings get lost in the shuffle! In this episode, we break down what happens to your retirement account when you leave a job and the best options to protect and grow your savings.

You'll learn:

How long your employer can hold your retirement funds

The pros and cons of rolling over to an IRA, keeping funds in your plan, or moving to an annuity

Why cashing out is a major mistake—and how to avoid penalties

The best retirement account strategy based on your age

How to turn your 401(k) into guaranteed lifetime income

Whether you’re switching jobs, retiring, or just planning ahead, this episode will help you make the smartest financial move for your future.

🔔 Subscribe now and check out our free Annuity Calculator to see how much guaranteed income your savings can provide!