Ask Kim: Navigating Job Loss

Dear Kim, 

I’m 38 and was recently laid off from a job I’d been at for 10 years. I have about four months of expenses saved, but I’m terrified of burning through it while I look for work. Should I cash out my 401(k) to stretch my savings, or is there a better approach?

Sincerely, 

Scared After Layoff

Dear Scared After Layoff,

Congratulations on having four months of expenses saved! Your foresight has given you space to think and plan, so that’s a win. I recommend that you cut expenses to make your savings stretch, and focus on landing your dream job. You could also consider starting your own business.

Taking from your retirement savings at this age would be very costly, so I don’t advise it except as a last resort. You would have taxes due on the withdrawal, plus a penalty for withdrawing early. In addition, you would be spending funds intended to support you after you retire. That isn’t wise right now.

You are a great saver and planner, as evidenced by your emergency fund. Draw on that ability, maximize your four months’ cushion, and find your next chapter.

Kim

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