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5 Key Questions Before Rolling Over Your 401K
Manage episode 483828567 series 3561293
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Are you ready to roll over your 401k without falling into tax pitfalls? Mike Douglas goes through the complexities of 401k rollovers. He explores essential questions to ask, such as understanding the type of money in your account and evaluating fees. He also discusses whether it’s better to leave some money behind for early access and how identifying the right fiduciary can impact your retirement strategy.
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Chapters
1. 5 Key Questions Before Rolling Over Your 401K (00:00:00)
2. Marker 01 (00:15:14)
112 episodes
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