VIDEO

Don't Leave Your 401(k) Behind: Tips for Job Transitions

Retirement Planning

Personal Finance

Taxes

September 11, 2024

Changing jobs or retiring? Bayntree financial advisors Jon Gengle and Andrew Rafal break down your 401(k) options.

Discover the pros and cons of leaving your 401(k) with your former employer, rolling it over to an IRA or new employer's plan, or cashing it out. Plus, learn about important age-related considerations, like the 55+ rule and Required Minimum Distributions.

Whether you're a DIY investor or working with an advisor, this video provides essential insights to help you make the best choice for your retirement savings during this transition.

‍Subscribe to our YouTube channel for more insights and start your journey towards a confident financial future today!

Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.

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