where is your old 401k dopp
TRANSCRIPT
Where is your old 401k?Do you have any retirement savings accounts with old employers?
Don’t leave your old accounts in the dust. Let’s make them work for you!
The average worker changes jobs almost 12 times over the course of 30 years.1 If you invest in a 401(k) each time you change jobs, you could have quite a retirement savings built up!
The problem is that time can get away from us and the priority of rolling that money to a new, current account, gets lost. If you aren’t keeping track of your old accounts, you may not be aware of changes to your previous employer’s plan. They may have increased their fees or changed their investment options. Both are reasons to move your money.
This biggest question is, “Is your money working for you?” Are your investments performing the way they should? Are you invested in the right portfolio? With forgotten 401(k) accounts, do you know the answers to these questions?
Unlike self-managed accounts, such as a 401(k), moving your money into new savings vehicles with the guidance of an independent investment advisor, can give you more control and a wider range of investment options.
I am an investment advisor and I work with people to get their old accounts organized so that their retirement savings is streamlined.
There is so much to understand when it comes to organizing retirement accounts, including penalties, fees, and timing. It is important to talk with a knowledgeable financial professional, such as myself, to help sort out where your accounts are and how to get them working for you, in the
most efficient way possible.
Let’s round up your old 401(k) accounts!
Jeremy DoppInvestment Advisor
(480) [email protected]
1 News Release - Number of Jobs Held, Labor Market Activity, and Earnings Growth Among the Youngest Baby Boomers: Results From a Longitudinal Survey. Bureau of Labor Statistics,
U.S. Department of Labor. March 31, 2015 [6/28/2016]
Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory Services offered through BCJ Capital Management. World Equity Group, Inc. and BCJ Capital
Management are independently owned and operated.
BCJ Capital Management is a (SEC) registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not
take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve
risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. BCJ FG 16-217
Our benchmark is your life.
BCJFinancial.com
Jeremy DoppInvestment Advisor
(480) [email protected]