To help you make better financial decisions, we have created the “Should I Rollover My Dormant 401(k)?” flowchart. It addresses some of the most common issues that should be considered before doing a rollover:
- Common IRA and 401(k) features and differences
- Issues involving Net Unrealized Appreciation
- Distribution options based on your age
- Taxes and penalties in an IRA vs 401(k)
- Impact of a loan in a 401(k) if a rollover occurs
- Hardship Withdrawal
- Systematic income
CLICK THE FLOWCHART BELOW TO DOWNLOAD YOUR COPY:
Please let us know if you have any questions about your eligibility or retirement income planning. We are here to help!
