Navigating a 401k rollover from a previous employer can be complex. In this video, we explore the critical timelines and options for those who have and have not received a distribution. Whether you're considering leaving your 401k with your ex-employer or rolling it over to an IRA or new employer's plan, we break down the choices and potential pitfalls. Watch to learn more about this essential aspect of retirement planning . Schedule a phone or video appointment: Subscribe to our channel: for fresh content regularly on the topics of • retirement planning •INVESTMENT MANAGEMENT, and •LONG-TERM WEALTH MANAGEMENT Email (Clark): clark@clarkatterbury.com Email (Keeley): keeley@clarkatterbury.com Web: https//www.clarkatterbury.com Connect with us on social media: Facebook: LinkedIn: Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment adviso...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)