There are specific pitfalls surrounding the decision whether you should roll over you 401k. FDM Wealth analyzes your current financial situation and helps you determine if a 401k rollover makes sense for you. Issues to consider:
- Your age and income needs upon retirement
- Investment options in your current plan vs. what can be offered at other institutions
- Fee structure of your current plan vs. what can be offered at other institutions
If you are nearing retirement or have a (or many) older 401k’s, please make an appointment for a consultation.
