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Ep 13: What You Need to Know About 401(k) Rollovers

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Manage episode 305702853 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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 you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-13-401k-rollovers/

What we discuss in this episode:

0:42 - Troy just moved into a new home!

1:36 - Let’s talk 401(k) rollovers.

5:43 - How does the rollover fit into your retirement plan?

9:49 - Should you do a rollover before you leave your company?

14:35 - What do we invest in?

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 305702853 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 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 you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-13-401k-rollovers/

What we discuss in this episode:

0:42 - Troy just moved into a new home!

1:36 - Let’s talk 401(k) rollovers.

5:43 - How does the rollover fit into your retirement plan?

9:49 - Should you do a rollover before you leave your company?

14:35 - What do we invest in?

  continue reading

61 episodes

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