Lost Your Job? You Have Options...

If you recently lost your job, you have options for your 401(k) plan. 

And we can help!

There are a variety of investment options that may not have been included in your 401(k). Examples include: 

• Lost your job; that is considered a triggering event and you are eligible to rollover your 401(k) to an IRA.
• Retain the assets in his or her previous employer's plan if an option.
• Transfer the assets to a new employer's plan if an option. 
• Rollover the assets into an IRA.
• Cash out the balance (rarely a good option; however, may be appropriate for some investment objectives).
• Professional money management with a financial firm. 
• Self-directed IRAs to purchase real-estate.
• This will offer you a variety of investments that may not be included in your current 401(k). Also a line up of fixed investments to help secure principal. 
• Wait to rollover if you're between the age of 55-59^1/2. You may have additional liquidity options.