Episode Summary

In this episode, we talk about your options for your 401(k) when changing jobs or when entering into retirement. We explore five possibilities that could benefit you, depending on your situation.

This is an important step in your financial planning, and you don’t want to mess it up, so listen in!

Key Points

  • There are more options than just rolling over your 401(k)
  • Depending on your needs, some strategies will work better than others
  • Penalties could be significant if you don’t follow the IRS rules

Resources

Get the financial plan blueprint