In a 2021 study from Capitalize, Americans had left behind nearly $1.35 trillion in retirement accounts with a former employer. Yes, trillion with a ‘T.’ And while that study covered only 401(k) accounts, it’s still indicative of how much money is forgotten in retirement accounts from a former employer, more generally speaking, which includes 403(b) accounts.

Mitch DeWitt, Certified Financial Planner™, MBA, covers five possible routes to take with your old 403(b) retirement account. And yes, one of the options available is to leave it where it’s at. You can read Mitch’s full article on the subject by heading to the link section below.

Have questions about this video or what you should do with your retirement account from a previous employer? Send us an email at info@walknercondon.com, or check out the links section below.

LINKS
📰. The True Cost of Forgotten 401k accounts (Capitalize Study):
🔗 What Should I Do with My Old 403b? (article):
▶ Subscribe to Walkner Condon’s YouTube Channel:
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📅 Meet with An Advisor:

——–VIDEO OVERVIEW——–
0:00 – Intro
0:45 – Option #1: Leave Your Old 403b Where It’s At
1:20 – Option #2: Roll Old 403b Over to Your New Employer’s Plan
1:45 – Option #3: Roll Old 403b Over to an IRA
2:10 – Option #4: Cash Out Your Old 403b
2:40 – Option #5: A Hybrid of These Options
3:30 – Disclosures…(read more)

LEARN MORE ABOUT: Retirement Planning

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