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Content provided by Malcolm Ethridge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Malcolm Ethridge 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.
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79. Take Your 401(k) With You

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Manage episode 363553488 series 2907547
Content provided by Malcolm Ethridge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Malcolm Ethridge 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.

In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their company’s stock inside the plan.

Resources:


Malcolm Ethridge Discusses:

  • Why he believes you should always take your 401(k) with you when you change jobs (with one exception)
  • The difference between a direct vs an indirect rollover
  • Something to consider if you own company stock inside your 401(k)
  • What can happen to the after-tax money you’ve contributed to your plan if you’re not careful.

Connect with Malcolm:


Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

  continue reading

90 episodes

Artwork
iconShare
 
Manage episode 363553488 series 2907547
Content provided by Malcolm Ethridge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Malcolm Ethridge 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.

In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their company’s stock inside the plan.

Resources:


Malcolm Ethridge Discusses:

  • Why he believes you should always take your 401(k) with you when you change jobs (with one exception)
  • The difference between a direct vs an indirect rollover
  • Something to consider if you own company stock inside your 401(k)
  • What can happen to the after-tax money you’ve contributed to your plan if you’re not careful.

Connect with Malcolm:


Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

  continue reading

90 episodes

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