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Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

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401(k) options when you change jobs

July 6, 2009 By Jean Keener, CFP, CRPC

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a distribution of your vested balance. … [Read more...]

Filed Under: Featured Posts, News, Retirement, Taxes, Your Finances Tagged With: 401(k), 401(k) vesting, changing jobs, job loss, retirement plan, roll-over

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