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Capital Financial Strategies

  •  Tel: 904-626-7995
  •  Fax: 904-626-7996

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  2. Has COVID-19 cost you your job? What should you do with your 401(k)?

Has COVID-19 cost you your job? What should you do with your 401(k)?

Job loss can be stressful. We know many people may have questions.

 

Most times people leaving an employer have four options with their retirement and 401(k) plan.  Your decisions should be based on your personal situation. One option does not fit everyone.

  1. If allowed you can leave your account balance at your current employer.

  2. You can move the money to your new employers plan.

  3. Roll over your account balance to an Individual Retirement Account (IRA).

  4. Take the account balance in cash.

 

As you can see there are multiple options. Please contact us if you have more questions.

3106485 DOFU 06/20

 

 

 

 

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10199 Southside Blvd, Suite 200
Jacksonville, FL
32256 United States

  •  Tel: 904-626-7995
  •  Fax: 904-626-7996
  •  info@capfinstrategies.com

Capital Financial Strategies is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Capital Financial Strategies are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Capital Financial Strategies are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3100965 DOFU 6/2020
 

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