))
Ep 14: 401(k) Rollovers
Manage episode 291786378 series 2817079
Content provided by Jeff Christian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Christian 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.
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
24 episodes
Share
