Hopefully Helpful

Hopefully Helpful

Leaving my job. Should my 401(k)/HSA come with me?

Don’t leave retirement accounts all over town. Here’s how to do the job-hopper’s-retirement-account tango.

Erin Lowry's avatar
Erin Lowry
May 25, 2022
∙ Paid

“Should you always rollover your retirement plan when you switch jobs?” 

Before I answer, let’s take a quick Translation Timeout to make sure everyone understands the question.

Translation Timeout: Rollover

Leaving a job means you have to make a decision about what to do with your retirement account. You usually have three options:

  1. Leave it where it is …

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