What to do with your old 401(k), 403(b), 457 plan?

We call them “zombie” plans…

The old 401(k), 403(b), or 457 plan that’s practically left for dead, neglected, and untouched with your old employer.

What you decide to do with your old “zombie” plan is critical, no matter if you’re still working, recently changed employers, or knocking at the door of retirement.

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and in retirement.

In order to make the right choice for you, you’ll need answers to these questions:

  • What should I do with that retirement plan at my old employer?
  • Will my old plan move automatically?
  • Do I have to move it?
  • Where should I put it?
  • Will I owe taxes on it if I move it?
  • How do I turn it into retirement income?

To help you start answering these questions, I’m sharing this FREE Guide with you:

What Should I Do With My Old 401(k) or Employer Plan? A clear guide to your options for 401(k), 403(b), and 457 plans (including how to avoid a surprise tax bill or IRS penalties that could put you in the crosshairs)

Inside you’ll discover:

  • Your 5 options for handling old employer plans (including 401(k)s, 403(b)s, and 457 plans)
  • The steps you need to follow to execute on each option
  • How to avoid accidentally making your retirement account permanently taxable

This quick read will help you decide which of these strategies makes the most sense for your old retirement plan and how you can take the first steps that are right for you.

After you read it, please “reply” to this email or call (503) 575-1953 with any questions you have. I’m happy to guide you along the next steps that feel right to you.

Read Now: What Should I Do With My Old 401(k) or Employer Plan? A clear guide to your options for 401(k), 403(b), and 457 plans (including how to avoid a surprise tax bill or IRS penalties that could put you in the crosshairs)

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