Now that you have changed jobs, what do you do with your old 401(k)?

Ignoring your past employer’s 401(k) can be easy but rolling it over to an IRA could be just as easy and more beneficial in the long run.

Now that you have changed jobs, what do you do with your old 401(k)?

Budget Yourself

List out your monthly expenses and income in order to determine your monthly cash flow.

Choose your Health Plan

Talk to your new HR rep to enroll in the new plan

Build up an Emergency Fund

Aim to have 3-6 months of salary in savings

Get your Retirement In Order

Determine the best course of action with your old plan and implement. Then find out if your new employer offers a plan and begin contributing.

Let's Chat!

For more information about your 401k options speak to one of our advisor

Our experts

Alex started at Blue Bell PWM as an intern in August 2017 before starting full time in July 2018. Alex is currently working as an associate with a focus on building and maintaining client relationships.

Alex LaRosa

Investment Advisor Representative

Justin is a native of the greater Philadelphia area. Raised in nearby Bucks County, PA, he attended LaSalle College High School and would continue his education at Gettysburg College. 

Justin Capetola

Managing Partner

Jim is an Investment Advisor Representative and an active member of the Investment Strategy Committee where he assists with financial models, investment strategy and asset allocation.

JIM BEHR

Vice President

MORE ARTICLES

Investing in Your 30s; The Do’s and Don’ts

Will Millennials Be Ready for Retirement?

Now that you have changed jobs, what do you do with your old 401(k)?

IRA vs 401(k)

How Much Should You Contribute to a 401(k)?

About us

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia.

Our mission

The team at Blue Bell Private Wealth Management is small enough to offer our clients personalized investment services, while being large enough to access investments typically reserved for Institutional / High Net-worth Individuals.

Neither Blue Bell Private Wealth Management nor any of its employees provide legal, tax or accounting advice. You should consult your legal or tax advisors before making any financial decisions. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Be sure to consider all your available options and the applicable fees and features of each before moving your retirement assets.

CLIENT ACCESS

CHOOSE A PROGRAM

Access your personal financial planning home page. Your homepage allows you to organize, store, and monitor all your personal financial information, including access to all of your accounts, credit cards, mortgages, insurance, and investments from a wide range of sources.

Login

Access your account information, Blue Bell quarterly reports and commentary as well as Schwab statements and tax documents.

Login
Charles Schwab

Access your account information, statements and tax documents.

Login

CLIENT ACCESS

WEB SITE ACCESS ACKNOWLEDGMENT

As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

I AGREE

Privacy Notice

Form CRS

Form ADV