Ep 14: 401(k) Rollovers
Retirement Armor with Jeff Christian
English - May 06, 2021 09:00 - 14 minutes - 14.1 MBInvesting Business News Business News cfp financial money planning retire stockmarket crpc finance financialadvisor jeffchristian Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety. Investment options, tax implications, and much more. Jeff discusses the basic rules of rollovers and the positive attributes they can add to your retirement plan.
Contact:
985-845-2922
The 401(k) is one of the most common investment tools out there. A myriad of companies offer their own 401(k) plan and will often match a certain percentage to incentivize employees to contribute to the plan. As you get closer to retirement, you may consider doing a rollover. Some people choose to do this for safety. Investment options, tax implications, and much more. Jeff discusses the basic rules of rollovers and the positive attributes they can add to your retirement plan.
Contact:
985-845-2922