1275 North Main Street
What will you do with your retirement plan when you leave a job, change jobs, or retire?
What you do with your retirement plan when you leave a job can have a significant impact on your future financial security.
With the increase in employer-sponsored retirement programs such as 401(k) plans, many people have accumulated considerable balances by the time they leave the company. As a matter of fact, a 401(k) or similar retirement plan is often an individual's single-largest financial asset.
There are three options for your retirement plan distribution.
The law provides three basic options for your retirement plan money when you leave a job:
Knowledge is power. Call or email us today to review your options for a secure financial future.
A secure financial future starts with careful planning.
For more information about the solutions we can offer please call us at 817-719-2988
or email us to arrange a meeting to discuss your retirement planning objectives.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice to your situtation.