Top of the Morning: How to manage a 401(k) left at a former employer
About this episode
This episode discusses options for managing a 401(k) after leaving a job, including rolling assets into another retirement plan or an IRA.
After leaving a job, there are options for managing the assets in a former employer's retirement plan. In this episode, we outline those options, including rolling the assets into another retirement plan or an individual retirement account (IRA). Featured are Justin Waring, Head UBS Wealth Way Strategy & Solutions, and Ainsley Carbone, Retirement Strategist with the UBS Chief Investment Office Global Investment Management team. Host: Daniel Cassidy
People in this episode
Host: Daniel Cassidy
Guests: Justin Waring, Ainsley Carbone
Mentioned in this episode
Organizations: UBS, UBS Chief Investment Office Global Investment Management
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