Episode notes
Leaving a job? Don't let your retirement savings get lost in the shuffle! In this episode, we break down what happens to your retirement account when you leave a job and the best options to protect and grow your savings.
You'll learn:
✅ How long your employer can hold your retirement funds
✅ The pros and cons of rolling over to an IRA, keeping funds in your plan, or moving to an annuity
✅ Why cashing out is a major mistake—and how to avoid penalties
✅ The best retirement account strategy based on your age
✅ How to turn your 401(k) into guaranteed lifetime income
Whether you’re switching jobs, retiring, or just planning ahead, this episode will help you make the
Keywords
annuityfixed index annuity 401(k)glwbguaranteed lifetime withdrawal benefitannuitiesirafialeave a job403(b)401(a)pension