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I am changing jobs – what should I do?

changing jobs

changing jobs

New York - If you have recently changed jobs or are about to change jobs - you probably have accumulated money in your company's retirement plan such as a 401(k) plan. By working with a financial adviser, you have a unique chance to really put it to work for you.

Our network of Financial Advisers will help you rollover your 401(k) distribution into a professionally managed IRA accounts with access to mutual funds and publicly traded stocks, bonds and investments. You will work with your personal Financial Adviser along the way to ensure you understand all your options and to make the best decisions for you. Your Financial Adviser will help you with the follows:

  • Creating an effective investment strategy - You and your Financial Adviser will look at how you rollover fits within your overall portfolio. That way, you will make sure that all your long-term investments are working together as effectively as they can.
  • Thousands of Investment Choices - Your Financial Adviser will help you determine an appropriate asset allocation model for you. You can choose to have your Financial Adviser actively manage your investments or have them help you build a portfolio of investments that you will manage yourself.  
  • Guidance and portfolio review - When you are planning something as important as your retirement, professional guidance is indispensable, your Financial Adviser will be there to help you to monitor your investments. You can choose the level of monitoring and review that you want.

Investing your retirement distributions could be one of the biggest financial decisions of your life.

Want to maximize your retirement savings and have access to a wide range of investment options? Look no further than our network of FEE-ONLY financial advisers! We will help you rollover your 401(k) distribution into a professionally managed IRA account with access to mutual funds, stocks, bonds and other investments, all while providing you with personalized guidance and portfolio review to ensure you make the best decisions for you and your future. You can us ask us any question or obtain a free consultations at  Alternatively, visit 1800ADVISER.COM to browse biographies of individual FEE-ONLY advisers and choose one or more to connect with. 


About Us

Founded in 1998, The Independent Adviser Corporation has assisted thousands of individuals, families, and businesses. We are 100% independent and objective and offer free private consultations to our clients. Our company publishes free investment research and educational materials, and when specific financial or legal advice is needed, we connect clients with a network of FEE-ONLY professionals. For more information, become a member or to schedule a free consultation, please visit our website at or 1800ADVISER.COM