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You’ve left your job but still have a 401(k) plan with your former employer… now what? You have four options on how to move forward. These options include: do nothing, roll into your new employer’s 401(k) plan, roll into an individual retirement account (IRA) or cash out immediately. As a fiduciary financial planner in Los Angeles, I will highlight the pros and cons of each choice below to help you make an informed decision.

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How do you start? This is one of the most important questions in saving for retirement. Whether planning for retirement in Los Angeles or elsewhere, you should start by building a retirement plan customized to your unique financial situation.

Cover image of The Work Optional Playbook, a free financial guide for high-earning tech professionals

Get the Work Optional Playbook

Advanced planning strategies for high-income tech professionals to maximize your tax-advantaged saving
Use equity compensation like RSUs more effectively
Avoid costly mistakes that delay financial independence

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Cover image of The Work Optional Playbook, a free financial guide for high-earning tech professionals

Get the Work Optional Playbook

Advanced planning strategies for high-income tech professionals to maximize your tax-advantaged saving
Use equity compensation like RSUs more effectively
Avoid costly mistakes that delay financial independence

YES, SEND MY FREE PLAYBOOK!