If you’ve recently changed employers, you’re likely facing some confusing questions about your 401(k). Should you roll your money into your new employer’s plan, open your own ROTH or Traditional IRA, cash out, or leave it alone? What about consolidating your retirement accounts?
The pros with CUSO Financial Services, L.P. will answer those questions and more at our no-cost, financial workshop. Register today and plan to attend.
Title: Retirement Plan Rollover Options
Date: May 18, 2021
Time: 2:30pm, PST
Presenter: Brendan McMurtrie, CFS* Financial Advisor