New job? How to become a retirement-plan rollover champ

 In Interview Coverage

Mark Henricks of CNBC.com includes Joe Heider, president of Cirrus Wealth Management, in an article discussing the options for rolling over past 401(k) funds. “If something comes up that’s unexpected, such as you’re fired or laid off, don’t feel pressured. Take a little bit of time, get over the emotion of the moment, and sit back and look at all your options,” he says.

Leave a Comment

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt