Broker Check

Joseph A. Carpenter

(814) 534-4445

What To Do With My Old Retirement Plan

If you are like most people, you have probably worked for a number of different employers. And you might not always have taken your retirement plan assets with you to your new job. Therefore, you might have several workplace retirement accounts in different locations and investments. Consolidating can take time but it doesn't have to be stressful. Feel free to read the attached articles about what to do with your retirement plans. I am always available for questions, after reading don't hesitate to 'Call a Carpenter!' 
Consolidating Retirement Plan Assets

 or....

What Can I Do with my Old Retirement Plan?



 Both qualified retirement plans and IRAs typically involve fees, expenses, and services that should be compared when considering a qualified plan rollover.