One of the most important retirement decisions you’ll ever make is what to do with your old retirement account when you leave your job. A lot of people think it’s an easy choice, but depending upon your situation you may have up to six options to choose from.
Each option has pros and cons when it comes to:
- Taxes.
- Investment options.
- Access to your money before and after the age 59 1/2.
- Fees and expenses.
- Creditor protection.
- Estate planning.
In this webinar, Marc Bautis covers each of these options and explains how to go about making the best choice for you and your family.
Resources:
The Agent of Wealth Podcast Episode 26 – Changing Jobs? Don’t Forget About Your 401(k) | Changing Jobs May Impact Your Retirement | The Agent of Wealth Episode 54 – Financial Planning After a Job Loss | Bautis Financial Learning Center | Bautis Financial: (862) 205-5000
About the Instructor
Marc Bautis
Wealth Manager and Founder of Bautis Financial
- Independent Financial Advisor
- Fiduciary
- 20 Years in the Financial Services Industry
- Author of “The Retirement Fitness Challenge“
- Host of The Agent of Wealth Podcast
The 2020 Census Release Shows America is More Diverse and Multiracial Than Ever Before – Daily Flash Briefing