Should I Roll Over My 401(k) When I Move to a New Job


Are you wondering if you should roll over your 401(k)? Whether you are switching jobs or researching a potentially better investment option, before you roll over your 401(k) there are certain things to consider.

Recently, our CIO and Senior Wealth Advisor Matt Saneholtz was quoted on MarketWatch providing a word of caution prior to making this determination. “It gets complex real quick if you don’t do a direct rollover.”

To read more of Matt’s insights and to learn more see here.

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