VIDEO

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

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!

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Retirement Planning
Personal Finance
Taxes