Tag: leave assets in company plan

What to Do with a Company Retirement Plan When Changing Jobs or Retiring

Written by Chris Robinson on July 13, 2026. Posted in Ed Slott's IRA Corner, IRA.

What to Do with a Company Retirement Plan When Changing Jobs or Retiring Changing jobs or preparing for retirement often...

assuming on option is your best option without consulting an expert, convert some assets to a ROTH, leave assets in company plan, missing time-sensitive tax-saving strategies, move assets to new employer's plan, roll over assets into an IRA, take a lump-sum distribution, tax impact on distributions

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form CRS, available at the bottom of this page.

RFG Wealth Advisory
130 Old Town Blvd., S, Ste. 100
Argyle, TX 76226

940-464-4104