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What to Do With Old Retirement Accounts (401k, 403b, 457b), Episode #38
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It’s common to accumulate one or more old retirement accounts throughout your career. Perhaps you have a 403b from residency, another 403b from fellowship, and now a 401k with your current employer where you plan to stay. Regardless of how it happens, having old retirement accounts “floating” out there can be frustrating, not only from a logistical standpoint but also from the perspective of trying to coordinate and manage your overall financial situation. In this episode, we walk through your options for what to do with old retirement accounts. We cover the pros and cons of each and share the perspective you need to figure out which option is right for you.
Resources- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
- IRS Rollover Chart
- https://mdwmllc.com
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