Financial Advisor Insights

6 Reasons to Take Your Old 401(k)

Why do individuals leave their retirement plan behind when switching jobs? In most situations, it is for one of two reasons: they didn't know what their options were or they never got around to rolling their 401(k) over into an IRAUnfortunately, it is usually during a job transition where costly financial mistakes are made.

Infographic: 6 Reasons to Take Your Old 401(k) When Changing Jobs

Options for an Inherited IRA

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What to do with your benefits when changing jobs