We’ve spoken in the past about the benefits of saving money for retirement by having automatic transfers from your checking account into a savings account, but what is often forgotten is that workplace retirement account when you leave one job and move on to another. If you leave a job, consider rolling that money from the former employer’s plan into a different qualified account where perhaps you will have the ability to choose from options of other products that can enable your money to still grow tax deferred, but are coupled with the ability to acquire an income you can’t outlive. Call us, we can help walk you through your options to make sure you are not leaving any savings behind. We’re always here to help.
