Ask Terry Questions Closing out a 401(k)

Closing out a 401(k)

By Terry Savage on February 17, 2024 | Financial Planning / Retirement

I am 78 and retired a week ago. I had a 401(k) for the past 10 years and have a sizable Rollover IRA from an earlier position. The 401(k) firm from which I retired is closing down the 401(k) program as I was the last employee. What is a wise way to handle those 401(k) funds?

Terry Says

Read this for instructions:

You can do this yourself! Don’t fall for some “advisor” offering to “help”!

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