Cait Ebert Email & Phone Number

Americans lost track of more than $7.7 billion worth of retirement savings in 2015 alone by “accidentally and unknowingly” abandoning their 401(k).- USA Today, February 25, 2018Many today are leaving behind a significant portion of their nest egg in the hands of their old employer’s 401k provider. If simple arrangements are made, that asset could be growing while one sleeps. The decisions you make today do affect how you live tomorrow. Ensure that your assets keep working for you as you move onto the next stage in your life. There are many options available, and you want to make the best choice for yourself and your family. If you make a decision without knowing all the choices available to you, you may risk losing a large portion of your retirement assets to taxes and penalties, which can leave you with a smaller nest egg then anticipated.Could it be that there is no clearly defined direction on what to do with a 401k when you leave a job? It’s not a simple thing to navigate on the abyss of Google. Unfortunately, many Americans are left to fend for themselves when it comes to leveraging these assets they have spent years contributing to. If you have recently been laid off or if you are changing jobs or nearing retirement, you will soon be faced with important decisions about assets you’ve worked so hard to accumulate. I can help you locate, navigate and leverage your old 401(k) to work for you as a vital piece of your nest egg. I can help you formulate a plan so that your hard earned money will serve you and your family in the most optimal way possible for years to come.

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