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1324: [Part 1] What To Do With Your 401k When You Change Jobs by Kevin Ha of Financial Panther on Roth IRA

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Manage episode 418516489 series 2394894
Content provided by Optimal Living Daily LLC and Optimal Living Daily | Dan W.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Optimal Living Daily LLC and Optimal Living Daily | Dan W. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 1324:

Kevin Ha of Financial Panther shares invaluable insights on managing old 401k accounts after a job change. Drawing from his personal experiences with multiple job transitions, Kevin outlines practical options for your retirement savings, from leaving it as is to rolling it into a new plan or even converting to a Roth IRA. His expertise illuminates a path through the often confusing post-employment financial landscape, ensuring your retirement funds continue to grow.

Read along with the original article(s) here: https://financialpanther.com/what-to-do-with-your-401k-when-you-change-jobs/

Quotes to ponder:

"When you’re working for your employer, there’s not a lot you can do. In general, it’s just put money in, look for low cost, index options, and sit back and relax."

"Most people, when faced with all of these choices, do the same thing - nothing. But, we want to be making our choices actively."

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2074 episodes

Artwork
iconShare
 
Manage episode 418516489 series 2394894
Content provided by Optimal Living Daily LLC and Optimal Living Daily | Dan W.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Optimal Living Daily LLC and Optimal Living Daily | Dan W. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 1324:

Kevin Ha of Financial Panther shares invaluable insights on managing old 401k accounts after a job change. Drawing from his personal experiences with multiple job transitions, Kevin outlines practical options for your retirement savings, from leaving it as is to rolling it into a new plan or even converting to a Roth IRA. His expertise illuminates a path through the often confusing post-employment financial landscape, ensuring your retirement funds continue to grow.

Read along with the original article(s) here: https://financialpanther.com/what-to-do-with-your-401k-when-you-change-jobs/

Quotes to ponder:

"When you’re working for your employer, there’s not a lot you can do. In general, it’s just put money in, look for low cost, index options, and sit back and relax."

"Most people, when faced with all of these choices, do the same thing - nothing. But, we want to be making our choices actively."

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2074 episodes

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