401(k)s and IRAs have many unique features that may be meaningful to your client depending on their situation. The decision involves a discussion that is about more than just fees and investment selection.
To help make this easier, we have created the “Should I Rollover My Dormant 401(k)?” flowchart. It addresses some of the most common issues that should be considered before doing a rollover:
Updated for 2020 (including The SECURE ACT)