09/23/2025
Retiring or have an old 401(k), 403(b), or 457? Not sure what you own or how it’s invested? Don’t leave it sitting—let’s review, optimize, and make the most of it! 💰⛵️🏖️📈
Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.