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CNBC Asks Valley National About 401(k) Rollovers

September 29, 2014 | Press

Senior Vice President Laurie Siebert, CPA, CFP®, AEP® discusses 401(k) and IRA rollover options to consider with CNBC.

“The first thing they need to do is stop and take stock of their situation,” said Laurie Siebert, a certified financial planner with Valley National Group. “What I often see is people in a panic situation if they were laid off or they moved and they react too quickly.” Instead, she said, “they should stop and think about their options.”

READ MORE & WATCH THE VIDEO: 401(k) Cash: To roll or not to roll