XML Financial Group Blog

When Retirement Comes, How To Analyze Rollover Options

Written by XML Financial Group | Sep 3, 2024 4:00:00 AM

Wondering what to do with your 401(k) after retirement? With so many factors at play, it can be tricky to decide whether to roll over or stay put. XML Financial Group CEO and Co-founder, Brett Bernstein, CFP®, recently shared his insights with Financial Advisor Magazine on analyzing 401k rollover options. He emphasizes the importance of evaluating factors such as investment choices, costs and access to personalized guidance. Read the full article here.