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Is Rolling Over Your 401(k) to an IRA Actually a Good Idea?

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Manage episode 456040058 series 3561292
Content provided by Impact Partnership and Abe Abich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Abe Abich 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://ppacc.player.fm/legal.

The uncertainty around higher taxes continues as Trump expresses his desire to extend his own tax cuts beyond 2025. But how long will these historically low tax brackets stick around with US debt being out of control? In this episode, Abe Abich discusses what we should be thinking about before making the decision for a rollover, including the overall process, tax implications that come with it, and the various options to consider.

Ready to see if a 401k Rollover is right for you? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Retirement Key Podcast (ABE) (00:00:00)

256 episodes

Artwork
iconShare
 
Manage episode 456040058 series 3561292
Content provided by Impact Partnership and Abe Abich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Abe Abich 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://ppacc.player.fm/legal.

The uncertainty around higher taxes continues as Trump expresses his desire to extend his own tax cuts beyond 2025. But how long will these historically low tax brackets stick around with US debt being out of control? In this episode, Abe Abich discusses what we should be thinking about before making the decision for a rollover, including the overall process, tax implications that come with it, and the various options to consider.

Ready to see if a 401k Rollover is right for you? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Retirement Key Podcast (ABE) (00:00:00)

256 episodes

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