In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their company’s stock inside the plan.
Resources:
Malcolm Ethridge Discusses:
Connect with Malcolm:
@MalcolmOnMoney
Mentioned in this episode:
Capital Area Tax Consultants - www.capgllc.com
Capital Area Tax Consultants - www.capgllc.com
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