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Innhold levert av Grant Bledsoe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Grant Bledsoe eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ep #250 - Should I Roll My 401k Into an IRA?

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Manage episode 443110741 series 3268443
Innhold levert av Grant Bledsoe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Grant Bledsoe eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not, many people wonder what they should do with the savings they’ve accumulated in the plans.

We’ve noticed that the more people tend to have in their retirement plans, the more reluctant they are to take action out of fear of making a mistake. In this episode of the podcast we’ll answer several questions about 401k rollovers:

· Should I keep my savings in the 401k or roll the funds into an IRA?

· Can I roll my 401k directly into a Roth IRA?

· My savings is in the Federal TSP. I’ve heard the plan is really good. Should I roll the funds into an IRA when I retire or stick with the TSP?

We’ll also review the logistics of 401k rollovers and how you can avoid major mistakes.

Resources:

https://www.morningstar.com/funds/are-low-volatility-etfs-dead

  continue reading

100 episoder

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iconDel
 
Manage episode 443110741 series 3268443
Innhold levert av Grant Bledsoe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Grant Bledsoe eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you leave a job, due to a retirement transition or not, many people wonder what they should do with the savings they’ve accumulated in the plans.

We’ve noticed that the more people tend to have in their retirement plans, the more reluctant they are to take action out of fear of making a mistake. In this episode of the podcast we’ll answer several questions about 401k rollovers:

· Should I keep my savings in the 401k or roll the funds into an IRA?

· Can I roll my 401k directly into a Roth IRA?

· My savings is in the Federal TSP. I’ve heard the plan is really good. Should I roll the funds into an IRA when I retire or stick with the TSP?

We’ll also review the logistics of 401k rollovers and how you can avoid major mistakes.

Resources:

https://www.morningstar.com/funds/are-low-volatility-etfs-dead

  continue reading

100 episoder

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