Episode Details

Get free help with your 401(k) Rollover to an IRA with Capitalize: https://robberger.com/go/capitalize/y...

When you leave a job, whether to retire, take another job, or leave the workplace for a time, an important question is what to do with your 401(k), 403(b) or other workplace retirement plan. In this video we walk through the three primary options:

1. Leave it with your former employer,
2. Transfer it to your new employer's 401(k), or
3. Roll it over to an IRA

We'll discuss the pros and cons of each option, along with some advanced strategies to consider.

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