Why You Should Consider Rolling Your Retirement Savings Into an IRA Instead of a 401(k)

Sunday, 10 March 2024, 14:02

Consider rolling your retirement savings into an IRA instead of your new employer's 401(k) to access more investment choices, avoid high fees, and navigate unfavorable vesting schedules. Leaving your money in an old 401(k) may not be the best option, especially if you want to optimize your investment opportunities and minimize administrative fees. Learn why choosing an IRA could be a smarter financial move for your retirement savings strategy.
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Why You Should Consider Rolling Your Retirement Savings Into an IRA Instead of a 401(k)

Roll Your Retirement Savings Into an IRA Instead of Your New Employer's 401(k)

When switching jobs, consider rolling your retirement savings into an IRA for better flexibility and investment options. Leaving your money in an old 401(k) sponsored by an ex-employer may not be the wisest financial move, especially if you're seeking more control over your investments and lower fees.

Reasons to Choose an IRA:

  • Access to Multiple Investment Choices: With an IRA, you can invest in individual stocks and diversify your portfolio with more flexibility.
  • Avoid High Fees: IRAs generally offer lower administrative and investment-specific fees compared to some 401(k) plans.
  • Navigating Vesting Schedules: An IRA may be a better option if your new employer's 401(k) has an unfavorable vesting schedule that could limit your access to employer matches.

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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