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Weighing Your 401(k) Options at Retirement

401k, Blog, Financial PlanningBy wealthnest January 23, 2019 Leave a comment

There is a good chance your 401(k) is one of your single largest assets. And the decisions you make about it can have a lasting impact on you and your family. Knowing your options at retirement are key in a financial plan. Key Points Your 401(k) may be your single largest retirement asset. The

401k Rollover ? | Retirement Planning

Blog, Financial Planning, Investments and Trading, Retirement Planning, Wealth ManagementBy Michael B. McGinley, CFP ®January 27, 2016

A 401k plan participant leaving an employer typically has four options (and may engage in a combination of these options): Rollover assets to an IRA Roll over the assets to his new employer’s plan, if one is available and rollovers are permitted Leave the money in their former employer’s plan, if permitted or cash out