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Ep 14: 401(k) Rollovers
Manage episode 291786378 series 2817079
Contenido proporcionado por Jeff Christian. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jeff Christian o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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
jeff@jeffchristianfp.com
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