Money Wisdom: Four reasons to roll over your 401(k)

Money Wisdom

NEW HAVEN, Conn. (WTNH) — CT Style Reporter, Lisa Carbeg welcomes “Money Wisdom” sponsored by Johnson Brunetti.

We’re educating you about smart ways to manage your money. Joining us is Eric Hogarth, Certified Financial Planner and Johnson Brunetti partner.

We’re talking about four reasons to roll over your 401(k). Maybe you’ve changed jobs and haven’t given it much thought – Eric shares the four reasons why.

4 reasons to rollover your 401(k)

  1. Control
  2. Ability to withdraw
  3. Required minimum distribution
  4. Roth opportunity

To learn more, click here.

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About Johnson Brunetti
Johnson Brunetti is an independent Retirement and Investment Specialty firm with neighborhood offices located throughout Connecticut and Massachusetts. Our firm was built based on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

Founded in 2003, the firm has grown to a staff of over 35. Joel Johnson, CFP® and our team of experienced professionals have helped and guided over 3,500 families through the retirement planning process.

We offer complete services to address all of our client’s financial priorities:

  • Retirement Planning
  • Estate Planning
  • Asset Management
  • 401K Guidance
  • Wealth Protection
  • Long-Term Care Insurance Options

Our goal is to take the fear out of your financial future and give you confidence in what lies ahead.


                   
Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.

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