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Things to Consider When Leaving Your Current Employer

Two of our Planners, Nate Haskell and Michael Brooks, will discuss common questions from new and seasoned investors. In this episode they discuss things to consider when leaving your current employer. You can view all the podcast episodes on our Next Gen Page.

  • What happens to your retirement accounts?
  • 401(k) / 403(b) changes
  • Different tax consequences
  • How are investments affected?
  • How do I choose where to have an IRA?

If you have topics or questions you want to hear about, you can reach out to Nate or Michael directly, use, or fill out the Contact Us form.

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