Broker Check

Reasons to Rollover Your 401(k)

| November 18, 2016
Share |
Financial Planning

Should I rollover my 401(k)?  What am I missing out on?  Answers to many questions in one convenient Guide!


  You started a new job and with a new 401(k)...........BUT:

  • What about the 401(k) account at the job you just left?  
  • It may be surprising to learn that rolling your old to your new company's 401(k) may not the best answer. 
  • Find out why rolling over to an IRA could be a smart choice.
  • Don't look back during retirement and think "shoulda, woulda, coulda"!

Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.

Share |