Take Charge of Your 401(k)

Jeffrey Merwin

Financial Management Network Registered Representative

https://www.fmncc.com/ (949) 455-0300 jmerwin@fmncc.com

Jeffrey G. Merwin started with FMN in the rigorous mentorship program and has since become a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities as well as a Life/Disability Insurance License. Jeff graduated from Bentley University with a Bachelor of Science degree in Economics-Finance and a minor in Law.

Jeff is dedicated to having an in-depth understanding of each of his client’s needs and goals. Jeff works with his clients to develop customized strategies that help meet his client’s unique needs in order to maximize cash flow, increase net worth, lower taxes, and ensure their estate plan meets their needs. If you are an individual, family or business owner Jeff can help you achieve your personal, professional, and financial goals. Jeff works with a team of Certified Financial Planner(tm) practitioners and Enrolled Agents to ensure his clients receive expert advice and best-in-class service.

Jeff is originally from Connecticut but has traded in the cold New England winters for sunny California and currently lives in Laguna Niguel. He enjoys the outdoors, is an avid sports fan and likes spending time with friends and family.

A 401(k) Can Play a Key Role in Your Retirement Strategy

Gather powerful information that could potentially save you thousands in taxes and fees
Learn tips to help put you one step ahead in your retirement preparations
Learn how to avoid critical 401(k) mistakes that can be difficult to correct

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Choices to Make About Your 401(k)

Stay Put

If you're happy with your former 401(k), you can leave your account where it is.

Take Your Plan

You can roll over your old 401(k) into your new employer's program.

Understand Your Choices

You can elect to roll over your traditional 401(k) into a traditional IRA.

“Many Americans have old 401(k) plans, which may not be properly positioned to help them prepare for retirement."

- From Take Charge of Your 401(k)

Take Charge of Your 401(k)

What Should You Do With Your 401(k)?

Every time you change jobs, you have some decisions to make about your old 401(k). In this ebook, we outline your four choices and explain the considerations of each.

It's Time to Take Control.

If you switched jobs or are preparing to, download your complimentary ebook to help you decide what to do with your 401(k).

Get the eBook

Do You Know What to Do with Your 401(k)?