Accessing your 401(k) & Rollover Options

This insightful video will guide you through the key considerations for managing and accessing funds from your 401(k) under various circumstances, including retirement, disability, and financial hardship. Gain valuable insights to make informed decisions about your retirement savings.

• Understand the most common ways to access your 401(k) or 403(b) funds
• Learn about the tax implications and potential penalties of taking lump sum distributions
• Discover how rollovers allow you to move your 401(k) balance into an IRA tax-free

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📞 Schedule a Call With a Bayntree Financial Advisor to Discuss your 401k or Other Financial Goals

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