401(k) Rollover Guide: Leave It, Move It, Cash It, or Roll It Over?
Автор: Hoffman Wealth Management, LLC
Загружено: 2025-12-17
Просмотров: 11
Описание:
If you’ve ever changed jobs, chances are you’ve asked yourself: “What am I supposed to do with my old 401(k)?”
In this video, we break down the four options you have when it comes to old employer-sponsored plans — including 401(k)s, 403(b)s, and similar retirement accounts. Here’s what each option means, the advantages, and the potential pitfalls to avoid.
We cover:
• Leaving your old 401(k) where it is
• Rolling it into your new employer’s retirement plan
• Cashing out the plan (and the BIG tax consequences)
• Rolling over the account into your own IRA or Roth IRA
• Withholding rules, early withdrawal penalties, and plan-specific rules
• Why some plans may eventually force you out
• What questions to ask before making a decision
Whether you’re switching careers, retiring, or simply cleaning up old accounts, understanding your options can help you make the right move for your financial future.
If you have questions about old employer plans or rollovers, visit HoffmanWealth.com — we’re here to help.
Connect with Will Hoffman:
http://www.hoffmanwealth.com
(724) 522-5411
[email protected]
LinkedIn: Will Hoffman: / willhoffmanhwm
Facebook: Hoffman Wealth Management:
/ hoffman-wealth-management-101186562746291
YouTube: Hoffman Wealth Management: / @hoffmanwealthmanagement
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