401k Plan Review Guide from BayRock and Jim Munchbach, Certified Financial Planner in Houston

by Retirement Advisor | Dec 19, 2022 | 457 Plan

Hi, Jim Munchbach here with BayRock Financial. In this short video, I wanted to share our retirement plan Guide for anyone who has an Old 401(k), 403(b), or 457 Plan?

The guide is for anyone with an old Company retirement plan that is not being looked after at this moment.

You’ll get some very helpful keys to take back control of your old 401(k), 403(b), or 457 plan.

I’ll help make it easy to bring your “zombie” plan back to life!

You can start reading your FREE guide in the email below or just click on BayRock401k.com whenever you have a minute.

Its Free. Its Fast. And most of all its Smart for anyone who has an old company retirement plan – 401(k), 403(b), or 457 plan.

Before you start reading the guide, I want you to know that I’m 100% committed to providing the personal advice, guidance, and support you need to choose the option that’s best for you.

If you have any questions or want like to speak with me personally, send me an email anytime at Jim@BayRockFinancial.com or call my office at (832) 895-1700.

To schedule a Complimentary and Confidential 1-on-1 Appointment, just click on my quick calendar link at CFPConsult.com.

When you’re ready to talk, I’m ready to listen.

Go ahead and start resurrecting your old plan now.

Here’s a sneak peek at some of the questions I cover…

What Should you Do With your Old 401(k) or Employer Plan?

When you leave an employer (whether you’re changing jobs or retiring), your retirement plan doesn’t automatically move for you. You have to make a critical decision (or risk having that decision made for you in a way that’s better for the company or costs you money).

Your employer plan is one of your most valuable retirement assets, and deciding where it should go next is a decision with plenty of nuances, pitfalls, and opportunities.

Handle it the right way, and you’ve protected your money’s tax-deferred growth and you’ll be in a much better position to meet your current and future goals.

Handle it the wrong way, and you’ve given yourself a surprise tax bill, potential IRS penalties, or robbed yourself of future wealth.

If you fall into any of these categories…
You have an old plan that needs some attention…
You need to set up a new plan…
You want a second opinion on your current plan…

Grab a FREE copy of my 401(k) Retirement Guide at BayRock401k.com today.

Jim Munchbach, Certified Financial Planner™
Founder | CEO BayRock Financial, LLC
A 1402 Sunset Drive Friendswood, Texas 77546
O (832) 895-1700
M (281) 728-8691
E Jim@BayRockFinancial.com
W www.BayRockFinancial.com

Your Free CFP® Consultation – Click the Link below, ANYTIME
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