The LEARNING library

Is It Time to Leave?

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.