Are you nearing retirement or thinking about changing jobs? One of the most common questions people face is what to do with their 401(k). Should you keep it where it is, or roll it over into an IRA? In this video, we’re going to discuss the reasons you might want to rollover your old 401k today.
Here’s what we discuss in this episode:
0:00 – Intro
1:58 – Scenarios that allow you to roll over old 401Ks
3:42 – Benefits of a rollover IRA
6:42 – Tax considerations in rollovers
9:35 – Consolidation & fees
12:13 – Common concerns
14:04 – Reason you’d keep the old 401k
Get access to all of our free guides on Social Security, RMDs, Investing, and more: https://www.bowmanfinancialstrategies.com/resources#Guides
Watch all of our educational videos on YouTube: https://bit.ly/3XcNgZE
Book at 20 minute introductory phone call with Erik: https://calendly.com/bfs-2019/web-inquiry-phone-call-with-erik-bowman?month=2024-09
Other ways to get in touch:
Phone: (303) 222-8034
Our website: https://www.bowmanfinancialstrategies.com/
LinkedIn: https://www.linkedin.com/in/bowmanfinancialstrategies/
Facebook: https://www.facebook.com/bowmanfinancialstrategies/
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