Employment Transitions

Once you leave a job, you have four choices as to what you can do with your retirement plan:

Take a lump sum
Leave in the current plan
Transfer to a new plan
Move to an IRA

Many people choose to leave their assets in the plan because it’s the easiest thing to do. Your retirement is too important to make decisions the easy way. Let us help you make an informed decision, taking into consideration important factors such as tax implications, penalties, the power of tax-deferred compounding, and flexibility.

Contact us for more information

HH Financial Planning

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. HH Financial Planning Group and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through HH Financial Planning Group.

This communication is strictly intended for individuals residing in the states of WI, AZ, CA, CO, FL, IL, IN, IA, MI, MN, OH, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary

HH Financial Planning