07/20/2026
Changing jobs doesn’t automatically mean you should move your old 401(k). But forgetting about it isn’t a strategy.
A retirement review can help you understand:
* Where your money is
* What fees you may be paying
* Whether your investments still match your goals
* What rollover options, if any, make sense for your situation
Every situation is different, so the best choice depends on your financial goals, taxes, investment options, and overall retirement plan.
