Broker Check

Practical Planning Tip: Old 401(k) Options - Moving Funds to an IRA

March 12, 2024

Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, will discuss what you should do with a 401(k) from a previous employer. Specifically, he will highlight the merits of moving the money into your IRA. 

You can WATCH the full video here.