Ask Terry Questions 401k Options

401k Options

By Terry Savage on March 22, 2025 | Financial Planning / Retirement

Hello Terry, I have a 401k in JpMorgan from my last employer, I haven’t contributed any money into this plan in 6yrs, in 5 yrs it’s made 16.52%. I’m currently invested in a 401a through Fidelity and a Pension plan through my new employer. I’m just wondering what your opinion would be with the account at JpMorgan? Thank you!

Terry Says

The stock market has been up 27% each year for the past two years — so no surprise your old IRA is up in value!
Read this: https://www.terrysavage.com/rollover-now/

It’s probably time to roll it over and pay attention to your investment alternatives, and perhaps become a bit more conservative.

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