Don’t Leave Money behind when Changing Jobs!

It’s exciting and challenging to change jobs as it is vital to save for your retirement from your previous employer’s 401(k) plan. This short course will help empower you to make informed decisions and not leave behind hard-earned money when changing companies.

Target Audience

This course focuses on individuals who are already employed, including:

• Working Professionals with 401(k) retirement accounts
• Professionals who want to switch jobs in the near future
• Anyone who wants to learn about how to be financially wise while working

Course Prerequisites

No prior knowledge of the 401(k) retirement plan is required for this course. Individuals with the willingness to learn about savings before and during the transition to a new job can take this course.

Objective

This course will help you:

• Understand the potential consequences of leaving a dead 401(k) account after you change companies.
• Importance of consciously saving and managing retirement accounts
• Evaluate the options for the old 401(k) and make the right decision that aligns with your long-term financial goals
• Equipped with the tools to transition your 401(k) when changing jobs easily

Topics Covered

The following topics are covered in this course:

• Criticality of not quitting the 401(k) when changing jobs
• Exploring the options for your old 401(k), such as rollovers and withdrawals
• Analyzing the pros and cons of every option for the optimal strategy
• Strategies to effectively manage the 401(k) during a job transition

Course Modules

• What is the 401(k) Plan?
• Importance of Savings for Your Retirement Savings
• Understanding Options for Your 401(k) Plan When Switching Jobs
• Learning Pros and Cons of Each Option Available
• Choosing the Right Option Accordingly

By the End of this Course

You will gain insightful knowledge and a comprehensive understanding of your options for taking care of your 401(k) plan when changing companies, making the best choice for your long-term financial well-being.

Enroll Now

Make conscious financial decisions and learn how to conserve your savings for retirement while thriving in your career by enrolling in the “Don’t Leave Money Behind When Changing Jobs!” course and taking control of your financial future.