Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.
Episodes
Monday Apr 11, 2022
Monday Apr 11, 2022
In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss what you can do with old retirement accounts!
They cover what your options are, from taking a distribution, to rolling the money to your next employer’s retirement plan, or possibly rolling into an IRA, among others.
They’ll address the pros and cons of each choice, as well as your options if you are retiring!
You don’t want to lose track of your old accounts!
For more financial planning tips from Corey and Rachelle, find them on social media!
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Follow Finity Group On Social Media!
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
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