Changes in your Retirement Plan: What to Consider

Planning for retirement can be a stressful situation: knowing where to invest, how to shelter your income from taxes, and how to balance life with the unexpected. Not to mention all the changes that take place throughout your career…changing jobs, government tax policy, or even the termination of a private retirement plan. These changes can occur for a variety of reasons: company mergers,streamlining plan administration, or reduction of costs.

If you’re changing companies, you have some decisions to make regarding your retirement savings. You need to decide if you should take your old employer’s retirement plan money with you and how your job change will impact your financial situation.

No need to panic. We can help you make an informed decision

The fortunate thing is that you have several options, each with different factors to consider.

You have choices. Let us help you make them

A job transition or change in your plan
can present many financial choices
and options.

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