How and When to Roll Over a 401K or 403B with Melissa Swan – 877-934-7587

by | Jan 12, 2023 | 403b

How and When to Roll Over a 401K or 403B with Melissa Swan – 877-934-7587




Melissa Swan talks with Strategic Wealth Designers about when you should roll a 401K or 403B over from an old employer. Learn more about 401K logins, rollovers and iras at

401k’s are great at helping you accumulate money, but as you get older and closer into retirement, your interests are usually shifting into how to distribute that large nest egg throughout retirement. Since your interests are changing, doesn’t it make sense your investment vehicles change to follow suit? Financial Planning is so important to maintain your wealth and to grow your investments.

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