Picture it. It’s a Saturday morning. Just last night you were talking about grown-up stuff with a few friends over dinner. It was fun chatting it up about our monthly expenses, the spending we need to watch, the celebration of an especially frugal decision, and the topic of savings. While you’re not the worst saver, you know there are some things you can do to get more on the ball with your retirement. And today’s the day you’re going to log into that old 401(k) from the job you had a year ago. You want to see how it’s doing and figure it if now’s the time to move it all to the new job. You’re certainly going to be there a bit longer and it’d be nice to have everything in one place now that it feels safer to move it.
Now what? Is there a form? What do these words mean? How long will this take? The process is starting and it’s complicated.
Check out the Infographic below and realize it’s not just you. Millions of Americans have theses same questions. The IRS, DOL and GOA want to help make this process much easier for you.