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Roth IRA

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Streamlining Retirement Accounts for Financial Growth

June 20, 2024

Previous Employers 401k

Changing Jobs: How to Handle Your Previous Employer’s 401k

June 12, 2024

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Investment advisory services offered through Finhabits Advisors LLC (“Finhabits”), an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Featured individuals are actors or paid spokespeople and not clients of Finhabits unless otherwise noted. Any testimonial of advisory services is representative of the client’s view at the time it was collected. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. Securities in your account are protected up to $500,000. See SIPC.org for more details. By using this service, you hereby consent to our Terms of Use and Privacy Policy. A person shall only become a client of Finhabits when he or she has signed the advisory agreement and acknowledged receiving all disclosures from Finhabits. Exchange Traded Funds are provided by Vanguard and iShares, registered trademarks of The Vanguard Group Inc. and BlackRock Inc.

Insurance services offered through Finhabits Insurance Services LLC, a licensed producer in certain states. California License 6001946. Go to licenses for more details. All information herein as well as any communication on social media is neither an offer to sell insurance nor an advertisement of insurance in any place except states with licenses. Finhabits Advisors LLC is not a fiduciary to insurance products or services.

When deciding whether to rollover a retirement account, you should carefully consider your personal situation and preferences. This information is for general informational purposes and is not intended to be an individualized recommendation that you take any particular action. Factors that you should consider include: investment options, fees and expenses, services, withdrawal penalties, protections from creditors and legal judgments, required minimum distributions, and treatment of employer stock. Before deciding to rollover, you should research the details of your current retirement account and consult tax and other advisors with any questions about your personal situation. Finhabits does not provide tax advice.

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Apple App Store ratings are based on user feedback submitted in accordance with the Apple App Store’s applicable terms of use and are subject to change. The Apple App Store does not use questionnaires or surveys, and ratings are not designed to produce any predetermined result. Users may submit ratings and written feedback based on their experience with the Finhabits app, which may or may not reflect their experience with investment advisory products or services provided by Finhabits Advisers. Reported ratings are as of August 13, 2025. Ratings are independently compiled by Apple Inc., which receives compensation for hosting our app but not for collecting or compiling reported ratings.

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