On February 29, 2024, Vic Edwards will retire from a 33-year career in financial planning.  For the past 8 years, we have been fortunate to have Vic providing guidance and advice to our members. Heartland Wealth Strategies and Heartland Credit Union are sincerely grateful for his service and know his efforts have contributed to the success of many of our members.

This article considers all options for managing funds in a former employer’s retirement plan.

In the past, baby boomers and Generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become more comfortable moving from job to job. Millennials are especially adept at this. They change jobs three times more often than other generations.