Retirement. Personalized. Blog

What to do with my old 401(k)?
Tax Planning, Investment Planning Michael Peterson, CFP® Tax Planning, Investment Planning Michael Peterson, CFP®

What to do with my old 401(k)?

One common question when leaving a job is what to do with your old retirement plan. Whether you leave involuntarily, quit to start a new job, or see yourself switching jobs several times in the next few years, you need a plan for your former 401(k), 403(b), or 457 plan. Mistakes and missteps in handling these plans can be costly and could jeopardize your retirement.

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