Advertisement

Ad promo image large
  • Published Date

    June 6, 2024
    This ad was originally published on this date and may contain an offer that is no longer valid. To learn more about this business and its most recent offers, click here.

Ad Text

Edward Jones > edwardjones.com | Member SIPC Job change? Whether retiring or changing jobs, you'll want to know your retirement account options. There are four potential options for your 401(k) when leaving an employer: Leave it in your former employer's 401(k) plan, if allowed by the plan. Move it to your new employer's 401(k) plan, if you've changed employers and your new employer plan allows for it. Roll the account over to an individual retirement account (IRA). Cash it out, which is subject to potential tax consequences. We can talk through your financial goals and find the option that works best for you. Ann Pellegrini, CPWA®, CRPC Financial Advisor 239 E Main Suite 1 Clinton, CT 06413 860-664-5068 IRT-1948M-A AECSPAD 22251584 Edward Jones > edwardjones.com | Member SIPC Job change ? Whether retiring or changing jobs , you'll want to know your retirement account options . There are four potential options for your 401 ( k ) when leaving an employer : Leave it in your former employer's 401 ( k ) plan , if allowed by the plan . Move it to your new employer's 401 ( k ) plan , if you've changed employers and your new employer plan allows for it . Roll the account over to an individual retirement account ( IRA ) . Cash it out , which is subject to potential tax consequences . We can talk through your financial goals and find the option that works best for you . Ann Pellegrini , CPWA® , CRPC Financial Advisor 239 E Main Suite 1 Clinton , CT 06413 860-664-5068 IRT - 1948M - A AECSPAD 22251584