Changing Jobs or Retiring?
Know Your 401(k) Rollover Options
When you leave a job, you need to develop a strategy for the money you've invested in your employer's retirement plan. Your rollover options will depend on your goal. You may want to:
- Continue to save for retirement
- Avoid unnecessary income taxes and penalties
- Have flexibility in choosing your investments
- Make withdrawals from your retirement savings when you need to
Free Guide Discusses Your 401(k) Rollover Options
Our free "Changing jobs or retiring?" guide discusses your rollover options for your qualified retirement plan [e.g., 401(k), 403(b)] and IRA. Our guide also answers important questions, such as: "Will my 401(k) plan be negatively affected by my job change?" The information provided can make planning your retirement simple, and can help you make an informed decision about your 401(k) rollover options and other retirement savings.
