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![]() Roll into a new 401(k) plan. If you're changing companies, you might consider rolling your retirement plan assets into your new employer's retirement plan. Be sure to inquire about your new firm's plan to determine if it will meet your needs. The new plan must be a qualified retirement plan (one that allows money to accumulate on a tax-deferred basis until retirement) that accepts rollovers from other qualified plans. Talk to your
new employer's plan administrator to find out if the new plan will
permit the rollover, if you are eligible, and if the plan's investment
options meet your needs. |
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CapFinancial Partners, LLC, member FINRA/SIPC. |
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