Don’t Let An Old 401k Languish

Old 401kAfter a 25+ year career it is not uncommon for an individual to have worked at several different employers and each employer may represent an old retirement account.  Many times I have helped a client consolidate old retirement accounts (401k, 403b, 457, and others) into an IRA or Roth.  The process is often referred to as a “rollover”.

There are a lot of factors to take into consideration when making the decisions to rollover an old retirement account.  Factors like the control, expenses and investment options.

There are tax considerations as well.

If you are interested in learning more about your rollover options let me know and I will pass along a report on “Consolidating Old Employer Retirement Accounts”.  It provides more detail on the decision.  I’m also available to discuss the subject so give me a call at 877-874-1133 or email me at INFO at

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