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Changing Jobs?

So, you’re changing jobs?

It’s important to understand and evaluate your choices before making a decision about what to do with the savings you’ve accumulated in your retirement plan account. Among the questions to consider are:
  • What are the tax implications of my decision?
  • What flexibility do I have for investing my retirement savings?
  • If I have my money paid directly to me, are there any penalties?
Generally, there are four options to consider for your lump-sum distribution.
 
You may:
A | ROLL Your Retirement Savings Directly into a Rollover IRA
B | MOVE Your Retirement Savings to Your New Employer’s Plan
C | LEAVE Your Retirement Savings in Your Current Plan (if permitted)
D | TAKE Your Lump-Sum Distribution in Cash
 
Examine this question and many others in our FREE monthly webinar or get answers to your questions now. Click here to speak to Brian.
 

What attendees will get: 

  • Seminar Workbook
  • Employment Transition To-do List
  • Personal Financial Home Page1   
  • 20-minute, One-on-One  Consultation

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    1Personal Financial Homepage includes automatic, daily updates of your account balances2 and mobile access.

    2Online features require Internet access and are subject to change. Services vary among participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees. More than 1600 participating financial institutions as of June 2009. 

     
     

    Contact Info

    Phone: 877-669-2473

    Brian.Urie @axa-advisors.com

    Local Office | Branch Office