Smart Money Tips

Optimal 401k Withdrawal Strategy: What to Do With Your Old 401(k) or Employer Plan

With many people in Austin facing job losses or furloughs, the CARES Act provides additional flexibility for accessing retirement accounts. However, it’s crucial to consider various factors before deciding how to handle an old 401(k) or employer plan.

This FREE guide is designed to assist investors in managing an uncertain situation by outlining the available options for an old employer plan. Feeling overwhelmed and need personal advice right away? Call 800-840-5946 for a complimentary 1-on-1 phone appointment to discuss your 401k withdrawal strategy and money management concerns.

This FREE Guide reveals the 5 options to revive your old zombie plans!