Did you forget and leave it behind?

We’ve spoken in the past about the benefits of saving money for retirement by having automatic transfers from your checking account into a savings account. But, what is often forgotten is that workplace retirement account when you leave one job and move on to another. If you leave a job, consider “rolling” the money from the former employer’s plan into a different retirement account or other product.

There are some options out there that can enable your money to grow tax-deferred, coupled with the ability to acquire an income you can’t outlive.  Call us, we can help walk you through your options to make sure you aren’t leaving any savings behind. 

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Reach out to us by calling (503) 908-0109 or by emailing office@GreenLineNW.com if you’d like assistance!