Retirement Money in Motion

When changing jobs, it’s easy to lose track of old retirement plans, but what happens to that money, and what should you do next? In this episode, Matt and Anthony break down the real-life decisions behind retirement account rollovers, including whether to keep your plan where it is, move funds into a new employer plan, roll into an IRA, or cash out entirely. They discuss the pros and cons of each option, the importance of understanding your investment choices, and why being informed is the key to long-term success. Whether you’re switching careers, dealing with a layoff, retiring, or just playing catch-up on past accounts, this episode will help you understand your options and make confident decisions with your retirement savings.Disclosures: The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The Pitti Group strategies are disclosed in the publicly available Form ADV Part 2A.