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What Do I Do With My 401(k)?

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Manage episode 436678375 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence 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.
When leaving a job, many people choose to roll over their existing 401(k) to an IRA, but what you may not know is that there can be benefits to leaving your money where it is. Donna takes us through some of the considerations when deciding what to do with your old 401(k). Also on MoneyTalk, how to determine if you need long-term care insurance, and the benefits of having a trust.
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

33 episodes

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iconShare
 
Manage episode 436678375 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence 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.
When leaving a job, many people choose to roll over their existing 401(k) to an IRA, but what you may not know is that there can be benefits to leaving your money where it is. Donna takes us through some of the considerations when deciding what to do with your old 401(k). Also on MoneyTalk, how to determine if you need long-term care insurance, and the benefits of having a trust.
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/26/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

33 episodes

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