02/20/2026
If you have an old retirement account just sitting there because you changed jobs and aren’t sure what your options are… let’s chat.
Why should you move it rather than let it sit there?
No new money is going in. Which means no more dollar cost averaging.
You can roll it into a new plan at your new job if offered.
You can roll it into a brokerage and either manage it yourself or pay an advisor.
You can roll it into an annuity giving you either fixed indexed or variable growth.
You can cash it out and pay taxes and a penalty if under age 59.5.
Let’s chat about what’s the smartest option for you?
