Do You Have Clients Who are Job Changers?
Use our new IRA consumer marketing materials!
If your client has switched jobs in the last few years, or even multiple times, they probably had a lot on their to-do list during the transition. They may have thought about transferring their old 401(k) to their current employer or to an Individual Retirement Account (IRA).
Your clients have many options when leaving a job and a former retirement plan – they may be able to leave the money there, move it to their new employer, cash it out (with significant tax consequences1), or roll it over to an IRA. If they’re not sure which is best for their situation, you can help them weigh their options and find a solution that works.
Find a NEW consumer-facing email and social media posts featuring this sales idea on our IRA microsite.