Washington DC

 View Only
  • 1.  Job Changes..

    Posted 06-11-2021 10:53 AM
    Have you made job changes during your career?  Have you pivoted a different direction in your career?   If so let's connect!  I help people who have made these moves maximize and keep of items that are surprisingly not always remembered... their old company retirement plans!  Many people leave then at the old companies on a set it and forget it, and often times miss out.    If you have a old company retirement plan (401k, 403b, TSP) and/or Rollover IRAs (many people find they have  multiple), give me a call!  You should know your options to maximize and maintain control of those hard earned dollars, while planning for lifetime income.
    jleonard00@ft.newyorklife.com  571-259-7790.    I look forward to connecting!

    ------------------------------
    Jean-Marie Leonard
    ------------------------------