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Should you rollover your 401k - Pros and Cons

Should you rollover your 401k - Pros and Cons

Released Tuesday, 30th November 2021
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Should you rollover your 401k - Pros and Cons

Should you rollover your 401k - Pros and Cons

Should you rollover your 401k - Pros and Cons

Should you rollover your 401k - Pros and Cons

Tuesday, 30th November 2021
Good episode? Give it some love!
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With December here, you may have considered rolling over your 401k retirement plan.  Today, Vince Oldre and Jag break down the pros and cons of doing it:

Cons:

  • You plan to retire early or late
  • Protection from lawsuits
  • Fees
  • Not sure who to trust
  • Limited Options

Pros:

  • Better performing funds
  • More Options
  • Want alternatives to bonds
  • Want more flexibility to withdrawals
  • Want better income strategies
  • Work with someone who has built a customized portfolio for you

Additional Resources:

CFG Retirement Website: https://cfgretirement.com/

CFG Retirement Phone Number to Call: 952-657-7470

CFG Retirement TEXT line: 612-448-3243

Vince email: vince@cfgretirement.com

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