Job Transition Planning

Keep building assets throughout job transitions.

There are many important financial considerations when moving through a job transition. As you negotiate compensation issues and navigate the impact on your family, don’t forget to pay attention to the disposition of your 401(k) assets. Your First Midwest Financial Consultant can help you consolidate 401(k) assets from your prior employer into a rollover IRA to avoid losing any part of your growing nest egg to taxes and penalties.

We’ll also review your life insurance and disability plans to make sure your coverage is complete and up-to-date, as well as help you update beneficiaries, if necessary, under your existing policies.

Call 800-241-1749 to get connected with a First Midwest Financial Consultant for a free review of all your investment and insurance needs.