What To Do with Your 401(k) When You Leave Your Job | Understand Your Options | With Alex Burns
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
In your 20s and 30s, the concept of retirement may seem distant and, frankly, irrelevant. A proactive mindset, however, can have a major impact on your financial future, possibly even setting the stage for an earlier retirement. If you’re in the majority of employees, you have access to an employer sponsored retirement plan, often a 401(k), and at some point, either because you start a new job, retire or adjust your financial plan, you may need (or want) to distribute your retirement assets into another retirement account. This is known as a rollover. To help you prepare and make an informed decision, here are the main options you will likely have, and some of the pros and cons associated with each.
Reach out to the Synergy Capital Solutions team if you have any questions or need further information. [email protected]
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