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Happy 2017 everyone!! How's everyone feeling?
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So excited to be putting in my notice next week!
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Not sure to a new employer, but yes to a financial institution. I transferred my 401k and Wealthbuilder to US Bank. Helped me get a below market mortgage rate in summer of 2023. No issues rolling over.
You can roll it out, but on a different schedule than 401k - last day of the second month after departure.