The Dilemma
You left the company. Now what?
Maybe you left the company last week. Or last month. Or 10 years ago.
What should you do with your old 401(k) (or, if you worked as a non-profit or similar entity, perhaps it’s a 403(b))?
You have several options. But, the best option for you depends on your life and financial goals, and your plans to attain them.
One option is to leave it in the 401(k) plan. That option has both advantages and disadvantages.
One option is to “roll it over” into an IRA Rollover account. Again, this option has its own advantages and disadvantages.
My clients who have rolled-over their old 401(k) to an IRA Rollover, get my personal finance, financial planning, and investment advice as a Financial Advisor. Those particular people have decided that that advantage outweighs the disadvantages.
Again, there are various options. The right choice for you may be very different than the right choice for another person.
If you would like to explore some of your options for your old 401(k), then let’s talk about it over a cup of coffee.
Coffee Meeting
Want to get together for a cup of coffee to talk a little bit about your financial goals and life goals and how your old 401(k) or 403(b) fits into them?
Call me at