Objective information about financial planning, investments, and retirement plans


  1. This is a great overview of what you can do with an old 401(k). I’m still at my first employer since graduating from college, so I haven’t had to transfer any 401(k)’s at this point. That being said, it’s inevitable that I’ll have to go through it at some point. Thanks for the advice!

    • Roger Wohlner says:

      Jake thanks for your comment. You will certainly change jobs over the course of your career and it is vitally important that you keep track of your old retirement accounts and manage them. These accounts can really add up over time.

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