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Should You Roll Over Your 401(k)? What to Know Before You Decide
Manage episode 490786800 series 2792960
If you're changing jobs or heading into retirement, you might be wondering whether to roll over your 401(k). In this episode, Miguel Gonzalez breaks down the pros, cons, and key factors to consider before making a move.
Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.
Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.
#401kRollover #RetirementPlanning #FinancialAdvice #RollOverIRA #InvestmentOptions #CortburgAdvisors #SmartMoneyMoves #TaxDeferred #FinancialWellness #IRAPlanning #RetirementSavings #JobChangeFinance #MoneyTips #WealthBuilding #FinancialGoals #DirectRollover #AvoidTaxes #RetirementOptions #MoneyManagement #RetirementStrategy
Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:
- YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
- Facebook-> https://m.facebook.com/CortburgInc
- Twitter-> https://twitter.com/CortburgInc
- LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
- Website: www.CortburgRetirement.com
- Email: [email protected]
245 episodes
Manage episode 490786800 series 2792960
If you're changing jobs or heading into retirement, you might be wondering whether to roll over your 401(k). In this episode, Miguel Gonzalez breaks down the pros, cons, and key factors to consider before making a move.
Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.
Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.
#401kRollover #RetirementPlanning #FinancialAdvice #RollOverIRA #InvestmentOptions #CortburgAdvisors #SmartMoneyMoves #TaxDeferred #FinancialWellness #IRAPlanning #RetirementSavings #JobChangeFinance #MoneyTips #WealthBuilding #FinancialGoals #DirectRollover #AvoidTaxes #RetirementOptions #MoneyManagement #RetirementStrategy
Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
FOLLOW US ON:
- YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS
- Facebook-> https://m.facebook.com/CortburgInc
- Twitter-> https://twitter.com/CortburgInc
- LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/
- Website: www.CortburgRetirement.com
- Email: [email protected]
245 episodes
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