The Cost of Rolling a 401k into an IRA
Jake Of All Trades
English - December 08, 2022 17:09 - 38 minutes - 26.5 MB - ★★★★★ - 18 ratingsInvesting Business Education 401k 529plans entrepreneurs financialplan money mutualfunds studentloans taxplanning annuities assets Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On the show Jake and Kirk discuss differen costs that come with using IRA’s as a form of retirement versus a 401k. Since 401Ks can only be utilized through a company, there are different fees attached to a 401k. This means if using an IRA, you could be losing out on a significant portion of your future wealth. Since every person is unique, Jake and Kirk discuss what these costs are and how you can plan accordingly.
*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”
Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show!
Follow Jake on Twitter and Facebook @jakestwocents
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346
Have questions about managing your financial lifestyle? Email [email protected] and Jake Rivas may read your questions on the show!
Follow Jake on Facebook @jakestwocents
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346