401(K) Rollover Archives - Epona Financial Solutions

I’m retiring. Should I move my 401(k) to an IRA?

by Claudia Mott | Sep 25, 2020 | 401(K), 401(K) Rollover, IRA, IRA Rollover, Retirement

Q. I left my retirement funds in the 401(k) of my previous employer. It’s invested very conservatively, so I haven’t lost much since 2008 but I haven’t gained much either. Is there any advantage – or any reason – to move the money to an IRA? For all...

I’m retiring. Should I move my 401(k) to an IRA?

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