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What Should I Do With My Old 401(K) or 403(B)?

July 2020 | Lauren Kukawinski | Resources > Quick Videos

Did you recently leave your previous job? If you participated in a 401(k) or 403(b) plan you may be wondering what you can do with that old account now that you’ve left the company. During this video we break down the 3 most common options that you may have.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and Kennedy Financial Group are separate entities from LPL Financial. Steven Fronrath is solely an Investment Advisor Representative of HighPoint Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Steven are his own and are not those of LPL Financial.

To discuss any of the topics covered, and how they might affect your finances, don’t hesitate to <a href=”https://kennedyfg.com//schedule-a-meeting/”>schedule a meeting</a> with us!

Securities offered through LPL Financial,Member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, a registered investment advisor.

HighPoint Advisor Group and Kennedy Financial Group are separate entities from LPL Financial.

Stuart Ritter and T. Rowe Price are not affiliated with LPL Financial,

HighPoint Advisor Group or Kennedy Financial Group. Steven Fronrath is solely an Investment Advisor Representative of HighPoint Advisor Group, and not affiliated with LPL Financial.

Dave Ramsey and SmartVestor are not affiliated with LPL Financial.

Any economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that any strategies promoted will be successful.

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