Should You Roll Over Your Retirement Account to an IRA? Ep #200
Financial Symmetry: Balancing Today with Retirement
English - October 02, 2023 07:00 - 30 minutes - 24.2 MB - ★★★★★ - 45 ratingsInvesting Business Management financialplanning financialadvisor financialplanner investing money personalfinance retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Benefits of a Wealth Management Relationship - Part 2, Ep #199
Next Episode: Could You Use Net Unrealized Appreciation? Ep #201
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors to consider, and the reasons you should and the reasons you shouldn’t roll over your employer-sponsored retirement account.
Outline of This Episode [3:15] The 6 options you have when you separate service [8:01] Factors to consider [13:54] Reasons to roll over [20:45] Reasons not to roll over*****
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