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

March 24, 2022 by Bautis Financial

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.

Schedule a Complimentary Consultation

Resources:

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

Category: Learning Center, Retirement PlanningTag: IRA Rollover, Leaving Job, Retirement Accounts
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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