Details for EDWARD JONES - BRANDON CROSS

Updated

Job
change?

Whether retiring or
changing jobs, you’ll
want to know your
retirement account
options.
There are four potential options for your 401(k) when leaving an employer:
• Leave it in your former employer’s 401(k) plan, if allowed by the plan.
• Move it to your new employer’s 401(k) plan, if you’ve changed employers and your
new employer plan allows for it.
• Roll the account over to an individual retirement account (IRA).
• Cash it out, which is subject to potential tax consequences.
We can talk through your financial goals and find the option that works best for you.
Brandon Cross

David L Cross

Matt Bowman, AAMS®

1901 South Main Street
Suite 4b
Blacksburg, VA 24060
540-552-1241

112 W Main St
Floyd, VA 24091
540-745-6851

41 Summers Way Suite 102
É«¶à¶à, VA 24019
540-966-3195

Financial Advisor

Financial Advisor

Financial Advisor

IRT-1948M-A AECSPAD 25685691

2001 S MAIN ST UNIT 105, BLACKSBURG, VA 24060