Sep 15, 2023

We want to be as efficient as possible with our retirement accounts to give us the best chance to grow our money and provide the income we need for retirement. That’s why many people ask about rollovers and whether it makes sense to do that with their 401k. Let’s talk about who might and might not benefit from a rollover and the options you have for your old 401k accounts.

Here’s what you can expect to learn in this episode:

• The different qualifying events that usually make people consider the rollover.
• Why would you want to do a rollover in the first place?
• Assuming you’re eligible, why wouldn’t you want to roll the money over?
• What option do you have if you want to retire before 59 and a half if you don’t want to move all the money out of your 401k.
• The fear or apprehension that comes with moving money out of a 401k.

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