In this episode, Aqura breaks down what to do with old retirement accounts when you change jobs. If you have money sitting in a past employer’s plan and want clear steps to keep it growing with more investment options, this episode is for you.
You’ll hear what vesting really means, why your contributions are always yours, and the simple options to roll over into a self-managed IRA or a new employer plan. Aqura also shares the math to decide if staying for the employer match makes sense, how to keep your money invested long term, and how to find your accounts and next steps.
To learn more about 1:1 money coaching with Aqura click here. You will find all the details about money coaching, who it's for, what you will achieve and how to book a sales call to start working together.
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