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The Cost of Mistakes in Rolling Over 401k to IRA
Manage episode 436429761 series 3561292
Innhold levert av Impact Partnership and Abe Abich. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Abe Abich 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.
Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains.
Another theme Abe touches on is the need for consolidation and planning in the retirement phase, as many people accumulate multiple accounts and face decisions regarding pensions, social security, and insurance policies. The conversation also touches on economic indicators of a potential recession and the importance of adjusting investment strategies as retirement approaches.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
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