Sun Patriot Waconia Guide 2023 | Page 52

New job , new retirement account options
New job , new retirement account options
Changing jobs ? Consider these 401 ( k ) options :
• Leave the money in your previous employer ’ s plan
• Move it to your new employer ’ s plan
• Roll it over to an Individual Retirement Account ( IRA )
• Cash out the account subject to early withdrawal penalties
We can talk through your financial goals and find the option that works best for you .
Ryan D Pederson
Financial Advisor 641 Marketplace Dr . Suite 4 Waconia , MN 55387 952-442-1016
Dale R Copeman
Financial Advisor 121 W Main St . Suite 116 Waconia , MN 55387 952-442-1398
Susan Pauling
Financial Advisor 4 E Main St . Suite 400 Waconia , MN 55387 952-442-1668
Margaret Runke , CFP ®, AAMS ®
Financial Advisor 718 Vista Blvd . Waconia , MN 55387 952-442-4524 www . edwardjones . com Member SIPC
Page 52 | WACONIA | COMMUNITY GUIDE 2023