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Financial Planning

401(k) rollover options

There are many options to consider when it comes to your 401(k).

Learn more by talking to our professionals

not sure what to do with your old 401(k)?

Whether you’ve been laid off or simply changing jobs, it can be a challenging time of transition as you adjust to your new normal. If you had a 401(k) with your former employer, you may be wondering what to do with the funds. There are many options to consider, each of which has pros and cons. Keep reading below to find out more!

There are four options to consider:

Option 1

keep your 401(k) with your former employer



Option 2

Cash out your 401(k)



Option 3

roll over the money into an ira



Option 4

roll over your 401(k) into your new employer's plan



Let's discuss your options

or give us a call at 503.667.5355

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