Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

Webinar – Should I Stay or Should I Go? An Overview of the Factors to Consider When Making Rollover Decisions

In order to handle your hard-earned retirement savings with care, consider all IRA rollover options available.

What should you do with your retirement money, like a 401(k), 403(b) or similar plan once you leave your job? A lot of people mistakenly think this is an easy choice, but that’s rarely the case. Depending on your personal situation, you may have up to six different options to choose from.

In this webinar, Wealth Manager and Founder Marc Bautis talks about each of those six options so you can have a better understanding of your potential course of action – and make the best decision for you and your family. Marc also sheds some light on common mistakes so that hopefully, you can avoid them.

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Resources:

Bautis Financial Learning Center | Bautis Financial: (862) 205-5000