Got An Old 401(k)?

Own your finances, or they will own you.

Deciding what to do with your old 401(k) can be a pain – it’s easy to ignore it and let it gather dust like the forgotten book on the shelf! Whether you’ve switched jobs once or multiple times, those old retirement accounts are likely costing you money in fees, limiting your investment options, or just creating unnecessary complexity in your financial life. Taking time now to set up your finances can increase your returns, decrease your headaches, and bolster your confidence for your financial future.

Common Old 401(k) Questions We Answer:

• What should I do with my old 401(k)?
• Should I leave my old 401(k) with my former employer?
• Should I roll over my old 401(k) into my new 401(k)?
• Should I cash it out my old 401(k)?
• What are the pros and cons of rolling my old 401(k) into an IRA?

What’s Inside the “Got An Old 401(k)?” Guide:

This free downloadable resource includes a detailed flowchart and breakdown to help you navigate your options and make the smartest choice:

• Consider leaving it with your former employer – Understand when this makes sense based on fees, investment options, and account minimums
• Transferring to your new 401(k) – If the plan is better, you may want to rollover your assets
• Rollover to an IRA – learn what factors and strategies impact rolling 401(k) assets into an IRA
• Cash out considerations – Learn why we would recommend this as a last-resort option
• Pros and cons breakdown – Compare each option side-by-side to make an informed decision for your situation

Fill out the form to download our “Got An Old 401(k)?” guide today and blow the dust off that forgotten plan to build towards your great big beautiful tomorrow.

Ready to learn more? Read Money Guy’s Ultimate Guide to 401(k)s and check out Money Guy’s Ultimate Guide to Retirement to master your money mindset and maximize every retirement dollar.