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Employment Transitions

Once you leave a job, you have four choices as to what you can do with your retirement plan.

  • Take a lump sum
  • Leave in the current plan
  • Transfer to a new plan
  • Move to an IRA

Many people choose to leave their assets in the plan because it’s the easiest thing to do. Your retirement is too important to make decisions the easy way. Let us help you make an informed decision, taking into consideration important factors such as tax implications, penalties, the power of tax-deferred compounding, and flexibility.

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