401(k) Action Steps

By Barber Financial Group

December 11, 2018

We’ve sent a copy of 401(k) Action Steps to the email address provided. You can also click below to download a copy.

Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that it keeps up with your financial needs. Generally, you have four basic options with any 401(k):

  • Leave the assets in the old employer’s plan (if the plan permits it).
  • Roll the assets over into your new employer’s plan (if one is available and the plan permits it).
  • Roll the assets over into an Individual Retirement Account (IRA).
  • Take a cash distribution (and deal with the potential tax consequences).

Each of these options has some advantages and disadvantages to consider. In this special report, we’ll help you avoid common (and expensive) rollover mistakes and show you how you can use your 401(k) rollover as an opportunity to help your retirement preparations. Download your copy of 401(k) Action Steps and start taking action today. 

Download 401(k) Action Steps



Are you on track?

Talk to a professional!

To schedule a conversation for a no-obligation second opinion or to talk to one of our professionals regarding retirement planning, insurance, estate planning, tax planning, or Social Security click below to start the conversation.

I Want to Talk to an Advisor


Almost There!

Fill out the form below to access this helpful content.