View our recent article in FORBES: “When You’re Forced To Turn Your 401(k)…Into An IRA”
There’s an old saying: “A recession is when your neighbor lost his job; a depression is when you’ve lost yours.”1
I’ve worked with several people through these tough times. If there’s one question that has stuck out to me the most, it’s been this:
“Should I maintain my old 401(k) or roll it to an IRA?”
If you or someone you know has faced or is facing separation from an employer, this question likely resonates with you, and if you’re asking this question, you’re not alone.