09/02/2026
🔄 **Changing Jobs? Don’t Forget About Your Old Retirement Plan**
Starting a new job—or heading into retirement—comes with plenty of decisions. One that can be easy to overlook is what to do with the money in your former employer’s retirement plan.
Generally, you may have several options, including leaving the money in your old plan, moving it to a new employer’s plan, cashing it out, or **rolling the assets into an IRA**. A rollover may help preserve the tax-advantaged status of your retirement savings while potentially making your accounts easier to manage.
Before making a decision, it’s important to consider factors such as investment choices, fees, services, withdrawal rules, and your overall retirement goals.
👉 Read **“What’s So Great About a Rollover?”** from HK Wealth Management Group: https://www.hkwmg.com/resource-center/retirement/whats-so-great-about-a-rollover
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.