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At B.O.S.S we understand when transitioning from one job to another it can be exceptionally difficult understanding what you should do with your FINANCES including 401K, Retirement Plan &/or Profit Sharing Plan.
We have Partnered with a Trusted Financial Advisor who can assist and guide you through this process.
Reasons why you DO NOT want to leave your 401k with your previous employer include:
1. Employer-sponsored retirement plans may offer only a limited selection of investments and you are subject to "plan rules".
2. Many employer-sponsored retirement plans DO NOT offer services of a Financial Professional including reviewing your overall retirement, savings plan and social security analyses.
3. Having assets in multiple locations can make record-keeping complex. Give yourself more control and become "THE BOSS" of your retirement.
TO LEARN MORE CALL 617-365-3423