Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More
If your Edward Jones branch is temporarily closed due to Tropical Storm Isaias and you need assistance, please call Client Relations at 1-800-511-5768 (Monday – Friday, 7 a.m. – 7 p.m. CT).
A job change can bring about a lot of change in your personal and financial life. During this time, it's important to not forget about your 401(k) from your past employer. Employers offer 401(k)s to help employees save for retirement. So how can you best manage your 401(k) to help you achieve your retirement goals? You essentially have four options on what to do with your 401(k).
Which of these options is right for you? There’s no one "right" answer for everyone. You will have to consider several factors, and you’ll certainly want to consult your tax professional and financial advisor before making any decision. Should you decide to work with an Edward Jones financial advisor, they will help simplify the process of rolling over your 401(k) into an IRA account that is appropriate for your situation.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.