Is It Time to Leave?

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Whether it’s by choice or decisions “beyond your control,” the time has come for you to leave your current employer. So what are your options regarding your employer-sponsored retirement/savings plan? Do you just leave it in the hands of your now “former” employer? Can you roll it over into a new plan? Or perhaps it makes sense to take a lump-sum distribution? What about a Roth IRA?

So many options! Tune in today, and we’ll discuss these scenarios and so many more. We’ll also discuss who can benefit from a Roth IRA and at what age. There are tricks to the trade, and we’re going to share as much as we can.