As life changes happen, you need to make the right decisions with your 401(k) or future you will be left holding the bill. It may be rolling over a 401(k) from one plan administrator to another, or simply not taking funds out of an old plan.
You gave up some short-term income to tuck away tax-deferred contributions in your 401(k) all so that future you had a better shot at the retirement of your dreams.
But if you don't make the right decisions with that 401(k) at the right times, future you may not have anything to show for it.
Now that you're changing jobs or nearing retirement, take the right steps to help that sacrifice pay off.
Would you prefer a personal walkthrough of some of this information? Call us at (517) 375-9829.
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