TWR 468 Breaking News

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TWR 468 Breaking News

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Tony, along with specialists Craig Davis and Wes Walker, tackles the "Breaking News" of widespread corporate layoffs and forced retirements. They focus on the critical decision of whether to leave a 401(k) with a former employer or roll it over to a private plan. Craig explains the "particulars" of the rollover process, highlighting that many savers don't realize their 401(k) custodians may have hidden fees or restrictive distribution rules. The team argues that moving to a consolidated fiduciary structure provides better "reaction time" to market changes and more flexibility for income, specifically for those navigating an unexpected career end.

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