Retirement Plan Rollover
What should I do with my old retirement account?
Should I
- Leave my retirement account with my old Employer?
- Transfer my account from my old employer to my new employer?
- Transfer my old account to an Individual Retirement Account like a Traditional or Roth IRA?
These are some of the questions that need to be asked regarding retirement accounts from past employers.
I will help answer these and other questions. If you decide to transfer your account, I will help you do it the proper way – so you don’t accidentally trigger taxes.