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Mullooly Asset Management, Inc

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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Trouble Getting Money From an Old Retirement Account

December 10, 2013 by Thomas Mullooly



Are you leaving a job or retiring? If you’re doing this currently or have done this in the past, you probably want to know how you can get money out of your old retirement account and into a new IRA. This is your hard-earned money in the account, so you should be interested in getting it into your possession. In this video Tom and Brendan talk about some difficulties they’ve encountered when getting money from an old retirement account for clients.

The vast majority of problems getting money from an old retirement account happen when the account is not held at an online, discount brokerage firm. With these bigger discount brokerage firms, distributions are typically quick and painless. Tom and Brendan talk about the problems that tend to arise when your former company’s retirement plan isn’t at an online brokerage firm.

Make sure to watch the video if you are having issues getting money from an old retirement account. Tom and Brendan walk through how they typically deal with the problems that could come up in the process. Keep in mind that this is your money, and you will get it!

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Filed Under: Retirement Planning, Videos

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

1971 State Route 34, Suite 102
Wall Township, NJ 07719

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The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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