Broker Check

What Should I Do with My Old 401(k) or Employer Plan

We call them “zombie” plans…

We call them “zombie” plans…

The old 401(k), 403(b), or 457 plan that’s practically left for dead,
neglected, and untouched with your old employer.

What you decide to do with your old "zombie" plan is critical

What you decide to do with your old "zombie" plan is critical

No matter if you’re still working, recently changed employers, or knocking at the door of retirement.

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and in retirement.

In order to make the right choice for you, you’ll need answers to these questions:

·        What should I do with that retirement plan at my older employer?

·        Where should I put it?

·        Will my old plan move automatically?

·        Will I owe taxes on it if I move it?

·        Do I have to move it?

·        How do I turn it into retirement income?

To help you start answering these questions, I’m sharing this FREE Guide with you:

Receive your FREE Guide

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A clear guide to your options for 401(k), 403(b), and 457 plans (including how to avoid a surprise tax bill or IRS penalties that could put you in the crosshairs)

After you read it, please respond below or call (435) 535-0722 with any questions you have. I am happy to guide you along the next steps that feel right to you.

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