401(k) Planning

Making the most of your options.

When you change jobs or retire, you may have to decide what to do with the money in your employee-sponsored retirement plan. There are a lot of options to consider, and we can help you make the right decision based on what kind of plan you have and how soon you’ll need the money as income. For example, your choices include:

  • Leave the money where it is
  • Roll the money over directly to your new employer’s plan
  • Take the cash
  • Roll the money over into an individual IRA

Make the most of your 401(k) by scheduling a no-obligation financial review with a Financial Consultant at Webster Investments.

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