401K  Rollover  Strategies

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When you leave an employer for non-retirement reasons like a new job, or just to be on your own, you have four options for your 401K Plan: 

 

1. Roll the assts into an individual retirement account (IRA) or convert to a Roth IRA

2. Keep your 401K with your former employer

3. Consolidate your 401K into your new employer's plan

4. Cash out your 401K

Call Us and let's review each of these strategies to determine which is the best option for you.