Funds

By Terry Savage on November 06, 2025 | Financial Planning / Retirement

I have retirement plan at Walmart is it ok to leave it there

Terry Says

Is it a 40l(k) plan? Are you still working there? If you’re still working, you can’t move it. What you can do is switch to the most conservative investments INSIDE the plan if you’re worried about the market. And definitely keep contributing to get the match.

If you are no longer employed there, you can roll it over to an IRA. Read this for instructions:

https://www.terrysavage.com/rollover-now/
When you get to Fidelity or Vanguard, you’ll have a choice of funds to invest your money.

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