Complimentary Guide: Discover 5 Options for Your Old 401(k), 403(b), or 457 Plan

What Should You Do With Your Old 401(k) or Employer Plan?

This complimentary guide walks you through five common options for handling an old employer retirement plan and the important factors to consider before making your decision.

Light lue color block on top with text that reads: A straightforward guide to understanding your options for an old 401(k), 403(b), or 457 plan. Including how to avoid common rollover mistakes and help protect the tax advantages of your retirement savings. Image of a boat sailing on the ocean banner with a "Read Now" banner on top.

Inside, you'll discover…

  • Five options for handling your old employer retirement plan (and when each one may make sense)
  • Important steps that may help you avoid unnecessary taxes or accidentally making your account permanently taxable
  • Pros and cons of each option to help you determine which approach may be right for your situation
YES! SEND ME MY COMPLIMENTARY GUIDE
Light lue color block on top with text that reads: A straightforward guide to understanding your options for an old 401(k), 403(b), or 457 plan. Including how to avoid common rollover mistakes and help protect the tax advantages of your retirement savings. Image of a boat sailing on the ocean banner with a "Read Now" banner on top.

"Your old employer retirement plan may be one of your most valuable retirement assets. Understanding your options now can help you make informed decisions that support your retirement goals."

Jim Spicer, CFP®, CDFA™ , CRPC®, CRPS®, CPFA

Preserve Wealth Management

Icon of a globe

https://www.preservewealthmanagement.com/

Icon of an email

James.Spicer@lpl.com

Icon of a telephone

(727) 329-1908

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

 

The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed.  If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited.  If you have received this message in error, please immediately delete.

✕

Before you leave.

What Should You Do With Your Old 401(k) or Employer Plan?

Complimentary Guide: Discover 5 Options for Your Old 401(k), 403(b), or 457 Plan

We never spam. By clicking this button, you consent to be contacted by Jim Spicer, CFP®, CDFA™ , CRPC®, CRPS®, CPFA by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.

✕
Light lue color block on top with text that reads: A straightforward guide to understanding your options for an old 401(k), 403(b), or 457 plan. Including how to avoid common rollover mistakes and help protect the tax advantages of your retirement savings. Image of a boat sailing on the ocean.

What Should You Do With Your Old 401(k) or Employer Plan?

We never spam. By clicking this button, you consent to be contacted by Jim Spicer, CFP®, CDFA™ , CRPC®, CRPS®, CPFA by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.