Should You Rollover Your Old or Dormant 401(k)?

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!