Should You Rollover Your Old or Dormant 401(k)?

To help you make better financial decisions, we have created the “Should I Rollover My Dormant 401(k)?” flowchart. It addresses some of the most common issues that should be considered before doing a rollover:

• Common IRA and 401(k) features and differences
• Issues involving Net Unrealized Appreciation
• Distribution options based on your age
• Taxes and penalties in an IRA vs 401(k)
• Impact of a loan in a 401(k) if a rollover occurs
• Hardship Withdrawal
• Systematic income

CLICK THE FLOWCHART BELOW TO DOWNLOAD YOUR COPY: 

Please let us know if you have any questions about your eligibility or retirement income planning. We are here to help!

This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.