401(k) Survival Guide: How to take control and secure your 401(k) when leaving your job

Learn how you can access up to $100,000 from your qualified retirement account without tax penalties or implications. 

401(k) Survival Guide: How to take control and secure your 401(k) when leaving your job

Learn how you can access up to $100,000 from your qualified retirement account without tax penalties or implications. 

Discover the following with this guide:

Manage Risk

Options for your 401(k) including what to do with company stock and ways to minimize taxes. 

Generate Income

How to take advantage of the CARES Act 401(k) and IRA provisions including a potential Social Security claiming strategy for those who have lost their jobs.

Preserve

How to have more cash on hand for emergencies to address immediate concerns if you’ve been laid off or furloughed.

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