How do I access funds in retirement that I saved in my 401(k)?

 

When it comes to accessing funds that you saved in your 401(k) there are a couple of options:

  • Keep your funds at your current 401(k) recordkeeper and request distributions through their online portal 
    • This can often be difficult to set up and maintain
  • Open an IRA and transfer funds:
    • Here you have a wider investment selection
    • Setting up distributions is easier and can be done on a reoccurring basis

For more details about the advantages of rolling over your 401(k) into an IRA see the article here:

What are the advantages to rolling over my 401(k) into an IRA vs. keeping it in the plan?

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