Oct. 5, 2021

What to do with your 401(k)

What to do with your 401(k)

Did you forget about a 401(k) that you established with a prior employer? It’s best to take care of the 401(k) within a year of leaving the company. Options include rolling the funds over into an IRA (preferred) or to the new employer’s retirement...

Apple Podcasts podcast player badge
Spotify podcast player badge
Castro podcast player badge
RSS Feed podcast player badge
Apple Podcasts podcast player iconSpotify podcast player iconCastro podcast player iconRSS Feed podcast player icon

Did you forget about a 401(k) that you established with a prior employer? It’s best to take care of the 401(k) within a year of leaving the company. Options include rolling the funds over into an IRA (preferred) or to the new employer’s retirement plan.

AMR is offering a complimentary financial review of your 401(k) – with consultation on where to place the funds and how to diverse your investment. Call Scott Birmingham at 866-771-8901 to schedule your complimentary 401(k) review or visit us at https://amrfinancial.com/401k-complimentary-consultation/ to learn more.