Laid Off? 5 Things to Know About Your Retirement Accounts
Description
After 25 years on the job, Frank was laid off—and he’s not the only one. With more layoffs happening across the Bay Area, many are left wondering what to do next, especially when it comes to retirement savings like 401(k)s, 403(b)s, or 457 plans.
In this episode of Protect Your Assets, David Hollander, The Sandman, shares five key considerations for those facing job loss and weighing their retirement account options. From understanding plan restrictions to exploring rollover choices and potential tax implications, this episode offers perspective on the decisions many are navigating right now.
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