Mint Wealth Advisors is closed Monday, September 6 in observance of Labor Day.Schedule an Appointment

Need help with a pre-existing 401(k)? Recently changed jobs, retired, or have a retirement plan at another institution?

Financial Advisors look forward to discussing available options:

  • Leave the funds in a former employer’s plan, if permitted;
  • Rollover assets to a new employer’s plan, if one is available and rollovers are permitted;
  • Rollover to an IRA; or
  • Cash out the account value

To schedule a no-obligation appointment today, contact a Financial Advisor or call 484-259-1960.