Making Cents of Retirement

Should you rollover your 401k - Pros and Cons

Episode Notes

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