Retirement Pathways Archive

NATIONAL CRISIS: Among working households, ages 25 – 64, a shocking 92% do not have retirement account balances that meet the minimum savings benchmarks as recommended by the financial services industry.*

Your team at Qualified Plan Advisors (QPA) is here to provide you with a path to become retirement ready.  This newsletter will include information about general investing, retirement savings, budgeting, healthcare and finance, and other subjects that will be useful to you when planning your retirement.

Feel free to reach out to us at any time if you have questions.


FEATURE: What Do I Do With My Old Retirement Account?

I recently changed jobs, I am excited to start my new venture – to build new relationships, and have new experiences.  Now I am a few weeks into my new job and what comes to mind?  What do I do with my old retirement account?

It’s exciting to see how much is in my retirement account. Like many other Americans, it is the largest amount of money I have saved, and I want to conserve as much of it as possible.  If you find yourself in a similar situation where you have an old retirement account, consider the following:

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1. National Institute on Retirement Security, “The Retirement Savings Crisis: Is it Worse Than We Think?” June 2013.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser.  PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”).

This commentary is provided for information purposes only and does not pertain to any security product or service and is not an offer or solicitation of an offer to buy or sell any product or service.

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