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Ever Changed Jobs? Don’t Leave Your Old 401(k) with Your Previous Employer!

If you’ve switched jobs in the last few years, or even multiple times, you probably had a lot on your to-do list during your transition. You may have thought about transferring your old 401(k) to your current employer or to an Individual Retirement Account (IRA).

You have many options when leaving a job and a former retirement plan - you may be able to leave the money there, move it to your new employer, cash it out (with significant tax consequences¹), or roll it over to an IRA. Not sure which is best for your situation? Let's talk! I can help you weigh your options.

Ready to learn more? Contact me today.

[Agent Name]
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One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com

1. Distributions from traditional IRAs are taxed as ordinary income and, if taken prior to reaching age 59½ may be subject to an additional 10% federal income tax penalty.

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This information is not intended as tax or legal advice. Please consult with your Attorney or Accountant prior to acting upon any of the information concerning your own situation.

National Life Group^® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in NY and does not conduct insurance business in NY.

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Not insured by any federal or state government agency

Guarantees are dependent upon the claims-paying ability of the issuing company.

TC131250(0123)P | Cat No 105691(0223)