Edward Jones - Financial Advisor: Lisa Constant

On this Valentine's Day, we hope you're able to spend time with the people who matter most to you. We look forward to deepening our connection with you so you can feel confident that your financial strategy is connected to a life you love. Happy Valentine's Day.

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

401(k) rollover options Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

As the holidays approach, may your days be merry, your spirits high and your heart full of joy. We cherish the connection we have and are deeply grateful for your trust in us. Wishing you a wonderful holiday season.

How much can you withdraw from your portfolio in retirement and not run out of money?

Your retirement portfolio: How much should you withdraw each year? (US|EN) Learn about the 4% rule for retirement withdrawals and why your starting rate may need to be different.www.edwardjones.com/us-en