Keeping your 401k exactly where it is could mean more financial options and greater investment outcomes. In this insightful video, I share real-life scenarios from my clients, highlighting crucial financial decisions and the tailored advice I provided as their fiduciary advisor.

We delve into four diverse cases:

1️⃣ A divorced nurse and single mother grappling with health issues and fluctuating finances.

2️⃣ A mixed-race couple, an attorney and university professor, planning for a simplified yet efficient retirement.

3️⃣ A Filipino immigrant couple keen on early retirement without penalties.

4️⃣ A retired Chinese immigrant maximizing returns in a stable environment.

Each story sheds light on the complexities of financial planning and demonstrates why it's sometimes in your best interest to keep your 401(k) where it is. From avoiding early withdrawal penalties to leveraging specific tax rules, these experiences emphasize the importance of personalized financial advice.

If you find your situation resonates with any of these stories, or if you're seeking guidance tailored to your unique financial circumstances, don't hesitate to contact me.

This video is only for educational purposes only and should not be considered financial recommendation.