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What should you do with the 401(k) money you have accumulated?

What should you do with the 401(k) money you have accumulated? 

Well you have 4 options!

  1. Cash it Out
  2. Roll it into your new employer’s plan, if allowed.
  3. Leave the money where it is, if allowed.
  4. Roll this money into an IRA

Should You Use a Financial Advisor to Help with the 401k Rollover to IRA Decision?

Finding a good, objective financial advisor can help you make better decisions and potentially improve your wealth outcomes.

Quality advice can be important to help you make the best decisions for a timely and confident retirement.

For instance, doing an indirect rollover instead of a direct transfer – a common mistake – can cost money in needless tax. It can also create a cash crunch when you can afford it least. Let us help guide you through the process.

Do not know what to do? We are here to help!

Call us today 770-353-6304 for information or to schedule a consultation


Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. 

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.