Financial advisor

Terry Says

Please read this first: https://www.terrysavage.com/rollover-now/

You likely do not want to roll it into your new employer’s plan. You’ll want to roll it into an IRA at a place like Fidelity, Schwab, or Vanguard. There you will have a wide choice of investments.

Now you titled your post “financial advisor.” So perhaps this is a perfect time to make some plans that go beyond deciding how to invest your rollover IRA, and to start thinking about everything from income planning for retirement (not yet, you’ve made clear), to delaying Social Security, to estate planning and taxes.

But you want to get your advice from someone who is not trying to sell you anything –and has been carefully checked out. So after you read the Rollover column, please watch the video at this link: https://www.terrysavage.com/pam-krueger-wealthramp/