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Manage Your Retirement Plan When Switching Jobs

Changing jobs can impact your retirement plan. To minimize disruptions to your contributions and the vested portion of your previous employer’s contributions, it’s important to understand the choices you may have when you make a career transition. Security Investment & Retirement Services Wealth Advisor Carla Bailey offers the following key considerations.

 

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Disclaimer:
The information provided in our articles is intended for educational purposes and general awareness only. It’s not legal, tax, or financial advice. For guidance specific to your situation, we encourage you to visit with your personal banker, tax advisor, attorney, or qualified professional. Any views or opinions expressed in third-party comments, sources, or linked materials are solely those of the authors and do not necessarily reflect the views of Security Bank.

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