By: Tim Hayes Financial Advisor - posted in: Planning - Last updated Oct 16, 2018

Your 401(k) and 403(b) When You Separate from Service

  • review the fees in your 401(k) or 403b plan
  • review the fund lineup in your 401(k) or 403b
  • check if there are enough choices to offer retirement income security
  • calculate your retirement risk tolerance score
  • compare your risk score with your current 401(k) or 403b allocation
  • recommend if you should leave your 401(k) or 403b in your plan or roll over it to an IRA
  • design your retirement portfolio in either your 401(k), 403b, or IRA using your retirement risk tolerance and income goals

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