You have 5 options when it comes to your “zombie” 401(k), 403(b), or 457 plan that’s sitting dormant at an old employer.

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and in retirement. Now, it’s especially important to pay attention as markets have experienced a correction and new legislation has changed the rules around workplace retirement plans.

(If you’re knocking on retirement’s door, it’s even more critical that you make the right decision.)

I would like to encourage you to take at least a few minutes and read this FREE guide even if you aren’t prepared to make a move yet.

The pros and cons of each of your 5 options are quick to read and will help you get crystal clear on the next steps you should take. After you read this free guide, you may decide that your best option is to keep your plan where it is and you can stop worrying about it. Or maybe you’ll decide that option 4 or 5 is a better fit for you because they open up more investment options.

I’m confident that within minutes of reading this FREE guide, you’ll feel confident and clear about the next steps that make the most sense for you.

“Most importantly, you’ll be armed with the information you need to
AVOID a surprise tax bill!”

Reading this guide will give you answers to the critical questions that have been running through your head:

What should I do with the retirement plan at my old employer?
Will my old plan move automatically?
Do I have to move it?
Where should I put it?
Will I owe taxes on it if I move it?
How do I turn it into retirement income?

When you’re done reading, please let me know which of these 5 options makes the most sense for you. You can CONTACT ME. I’m happy to provide guidance or answer any questions you have. Just BOOK A MEETING.

Read Now: What Should I Do With My Old 401(k) or Employer Plan? A clear guide to your options for 401(k), 403(b), and 457 plans (including how to avoid a surprise tax bill or IRS penalties that could put you in the cross-hairs)

John Choi

P.S. A quick word of caution. No matter what you do with your old employer plan, I recommend running your decision by a financial professional. There are “fine print” details and restrictions that, if you don’t follow properly, can have serious consequences like a surprise visit to Tax Court or accidentally making your account permanently taxable. If you have any questions, please click here to set up a free chat.