Ep #41: Should You Roll Over Your 401(k)?
What The Wealth
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What The Wealth
Ep #41: Should You Roll Over Your 401(k)?
Sep 16, 2021
Jonathan Bednar II, CFPšŸ„¬

Can you leave your 401(k) alone and keep it with an old company? Can you be forced into a transition, rollover, or cash-out? These are questions I get asked pretty regularly by people who are switching jobs or transitioning careers, and knowing your options when it comes to an old 401(k) is really important, so today I'll be discussing your options in this area.

You can find show notes and more information by clicking here: https://bit.ly/3htzBcw

šŸ—“ļø Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
ā†”ļø Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
šŸŒ Paradigm Wealth Partners (website) ā€“ Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
šŸŒ What the Wealth (website) ā€“ Adding clarity to difficult financial topics: https://whatthewealth.com/
ā–¶ļø YouTube: What the Wealth / Paradigm Wealth Partners

If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!

Jonathan