07/23/2026
Recent job change? Don’t forget about your old 401(K)! Depending on the plan options, you may be eligible to roll your funds into an IRA. Personally I am going through this now, moving funds from my old plan into a new IRA, giving me more options for investments and keeping my finances organized.
I’m accepting new clients and happy to help you understand your options. A call is a quick and free way to start!