What Clients Changing Jobs Should Know About Their 401(k)

Expert Opinion November 06, 2024 at 02:21 PM
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What You Need To Know

  • Many employees make infrequent decisions with respect to their 401(k)s.
  • Rolling employer-plan dollars into an IRA allows for aggregation.
  • Employer-sponsored 401(k)s often require loan repayment over a relatively limited period of time.
Robert Bloink and William H. Byrnes