XML Financial Group Blog

Switching Jobs? What Are Your Options With That Employer 401(k)?

Written by XML Financial Group | Sep 4, 2020 6:33:58 PM

When switching jobs, most people remember to take the important things: a goodbye gift from a coworker, the plant from their desk, and so on. Unfortunately, many people forget to bring their retirement savings to their new job. Depending on how much you’ve saved, those funds could provide a boost to your retirement planning — or lead to an unexpected tax bill. This CNBC article explains why it’s so important to have a plan for the retirement funds you accrued with your previous employer.


Click here to read

 

 

 

 

This communication is for informational purposes only. No content or reference to a third-party article is intended to be an individual recommendation and should not be regarded as an offer to sell or as a solicitation of an offer to buy any security or implement a strategy or service. This commentary is intended to initiate thoughtful discussion and does not necessarily represent the opinions or position of XML Financial Group, all of the employees or its affiliates (“XML”). XML is not responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use.