Before you move your 401(k), ask these 5 questions.
A free, plain-English guide for anyone within 10 years of retirement who has money in a 401(k), 403(b), or old employer plan — and wants to make the next move with confidence, not confusion.
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The clarity most people never get before one of the biggest financial decisions of their lives
What actually happens to your 401(k) when you leave a job
And the one mistake that quietly costs people thousands in unnecessary taxes.
The questions most people never think to ask
Before rolling over, withdrawing, or leaving your money where it is.
Clarity vs. pressure — and how to tell the difference
So you stay in control of what you've worked decades to build.
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You've spent decades building this. Ten minutes of reading can help you protect it. The guide is short, simple, and written for real people — not finance professionals.
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Big decisions shouldn't be made in a rush
You've spent 20, 30, maybe 40 years building your retirement savings. Yet most people are handed almost no guidance when it comes time to decide what to do with it. Big decisions get made quickly — during a job change, at retirement, or under pressure from someone with something to sell.
This guide slows that moment down. It gives you the five questions that help you understand your options before you sign anything, move anything, or commit to anything.
About Mauricio Antunes
Mauricio Antunes is a licensed financial agent who helps families make wise retirement decisions with confidence and peace. His approach is simple: education before recommendation, always.