Will you retire on time by leaving money in a previous employer’s plan?
Will you retire on time by leaving money in a previous employer’s plan?
Let our retirement consultants help you see your entire financial picture, so you can feel confident
with all your options. We do the work. You just
schedule the call.
Let our retirement consultants help you see your entire financial picture, so you can feel confident with all your options. We do the work. You just schedule the call.
Your options
Your options
Roll over to an IRA
Roll over to an IRA
Defer taxes on your savings by moving your money into an IRA.
Stay in your plan
Stay in your plan
Keep your savings where they are if your employer plan allows.
Move it to your new employer’s plan
Move it to your new employer’s plan
Compare your new employer's plan with your current one to see if it makes sense to move the funds.
Make a cash withdrawal
Make a cash withdrawal
If you’re willing to pay steep taxes and potential IRS penalties, withdrawal is an option.
Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice.
“EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal, or tax recommendations or advice. ©2023 Empower Annuity Insurance Company of America. All rights reserved.
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