Beware Hidden 401(k) Withdrawal Protocols

Many retirees overlook the mechanics of withdrawing from their 401(k) plans, which can follow rigid procedures that may unintentionally disrupt their portfolio allocations. CFP Board Ambassador Charles Weeks Jr., CFP® warns that if retirees don't give clear instructions, custodians may choose which funds to sell, making it essential to monitor and maintain proper asset allocation throughout the process.

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