Financial Advisor Insights

Should You Consider a 401(k) Rollover?

by Kristin McKenna, CFP® on February 08, 2016 in Infographics

Evaluating a 401(k) rollover (Infographic)

Do you still have retirement savings in an old employer's 401(k)? A 401(k) rollover to an IRA account may be a good option. Contact one of our retirement planning financial advisors to discuss options for your old 401(k) today.

What are the options for your 401(k) after you switch jobs? Investors have 4 main options:

  1. Roll your old 401(k) into an IRA
  2. Convert your old 401(k) into a Roth IRA
  3. Keep your account where it is
  4. Move your retirement savings to your new employer's 401(k) plan

Read more on saving for retirement with a 401(k): Everything you wanted to know (and some things you didn't) about your 401(k) plan

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