Is There a Zombie Lurking in Your Past?
You have 5 options when it comes to your “zombie” 401(k), 403(b), or 457 plan that’s sitting dormant at an old employer.
Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and in retirement.
(If you’re knocking on retirement’s door, it’s even more critical that you make the right decision.)
Weighing Your Options Means Knowing Your Options
I would like to encourage you to take at least a few minutes and read this FREE guide even if you aren’t prepared to make a move yet.
The pros and cons of each of your 5 options are quick to read and will help you get crystal clear on the next steps you should take.
After you read this free guide, you may decide that your best option is to keep your plan where it is and you can stop worrying about it.
Or maybe you’ll decide that option 4 or 5 is a better fit for you because they open up more investment options.
I’m confident that within minutes of reading this FREE guide, you’ll feel confident and clear about the next steps that make the most sense for you.
Most importantly, you’ll be armed with the information you need to avoid a surprise tax bill!
Questions Addressed in the FREE Guide
Reading this will give you answers to the critical questions that have been running through your head:
- What should I do with the retirement plan at my old employer?
- Will my old plan move automatically?
- Do I have to move it?
- Where should I put it?
- Will I owe taxes on it if I move it?
- How do I turn it into retirement income?
When you’re done reading, you may want to schedule a FREE Consultation Call with our Team, or you can always call our office directly with any questions at (559) 592-3200.
I’m happy to provide guidance or answer any questions you have.
Read Now: What Should I Do With My Old 401(k) or Employer Plan? A clear guide to your options for 401(k), 403(b), and 457 plans (including how to avoid a surprise tax bill or IRS penalties that could put you in the crosshairs)
Garrett German offers products and services using the following business names: Harvest Wealth Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Harvest Wealth Group.
Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation. Trades cannot be communicated to your Representative by e-mail, fax, or regular mail as the transaction may not be executed on a timely basis. Please contact your Representative by telephone to request trades and do not use e-mail to send confidential information or time-sensitive instructions. Performance quoted does not guarantee future results. Please refer to your regular periodic statement for complete information.