Changing Jobs? Understand Your 401(k) Options
Leaving an employer can create an important financial decision: what should you do with your existing 401(k)?
Depending on your circumstances, you may have several options, including leaving the money in the existing plan, rolling it into another retirement account, or other alternatives.
We help clients understand their options and evaluate how a rollover may fit into their overall retirement strategy.
Who it’s for
- People changing jobs
- Individuals who have old 401(k) accounts
- People approaching retirement
- Individuals with multiple former employer retirement accounts
- Investors who want professional guidance reviewing their retirement options
What we help clients with
- Reviewing existing 401(k) accounts
- Explaining rollover options
- IRA rollover considerations
- Investment options
- Consolidating retirement accounts when appropriate
- Integrating retirement accounts into an overall strategy
Have an old 401(k) sitting with a former employer?
Let’s discuss your options.
Contact information
Preferred Retirement Options, Inc.
3456 E. 17th St., Suite 260
Ammon, ID 83406
Jimmy Hancock: (208) 521-2957
Email: jimmy@proinvestmentcoach.com