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What should I do with my old 401k?

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Manage episode 113114159 series 30339
Content provided by Steve Stewart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Stewart 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.
#165: Lisa left her job for another. She could have rolled her old 401k into the new plan, but she wanted more options. Full show notes and resources at What should I do with my old 401k? Lisa Emperador is a young professional who changed jobs after accumulating $8,000 in her old 401(k). She had several options for what to do with the money. Lisa has a bunch of debt and could have cashed it out to pay down a car loan or credit card debt. Instead, she chose to roll it into a ROTH IRA managed through Betterment. Was this the best option? Listen to the interview to find out if she regrets the move or is happy with her choice. What would you do? Thank you for listening. Keep fighting your debt!
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201 episodes

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What should I do with my old 401k?

Money Plan SOS

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Manage episode 113114159 series 30339
Content provided by Steve Stewart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Stewart 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.
#165: Lisa left her job for another. She could have rolled her old 401k into the new plan, but she wanted more options. Full show notes and resources at What should I do with my old 401k? Lisa Emperador is a young professional who changed jobs after accumulating $8,000 in her old 401(k). She had several options for what to do with the money. Lisa has a bunch of debt and could have cashed it out to pay down a car loan or credit card debt. Instead, she chose to roll it into a ROTH IRA managed through Betterment. Was this the best option? Listen to the interview to find out if she regrets the move or is happy with her choice. What would you do? Thank you for listening. Keep fighting your debt!
  continue reading

201 episodes

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