Should You Roll Over a 401(k) or Move It to an IRA?
Автор: Allworth Financial
Загружено: 2026-01-24
Просмотров: 7
Описание:
When you change jobs, what should you do with your old 401(k)? In this clip from the Allworth Money Matters podcast, Scott and Pat explain the pros and cons of rolling your 401(k) into your new employer’s plan versus moving it into an IRA. They also dive into how to prioritize saving for retirement while working toward a major goal—like buying a home. If you’re navigating job changes and want to make smart financial decisions, this one’s for you.
💡 Topics Covered:
-401(k) rollover vs. IRA
-Roth 401(k) benefits
-Managing multiple retirement accounts
-Saving for a home while investing
-High-yield savings strategies
LISTEN TO THE FULL EPISODE HERE: • Roth Conversions, Annuities, and Smart Tax...
Join Money Matters: Get your most pressing financial questions answered by Allworth's founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at [email protected].
Join the Show!
https://allworthfinancial.com/talk-to...
Website:
https://moneymatters.com/
Apple Podcast: FOLLOW
https://podcasts.apple.com/us/podcast...
Spotify:
https://open.spotify.com/show/0eLjd3j...
Website:
https://allworthfinancial.com/
#401kRollover #IRA #RetirementPlanning #MoneyMattersPodcast
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