About To Retire? You Can Do These Things With An Old 401k

19/10/2024 10 min Temporada 1 Episodio 89
About To Retire? You Can Do These Things With An Old 401k

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Episode Synopsis

If you have a 401k from a past employer, you might not know what to do with it. In this episode of Joe Knows Retirement, Joe discusses three options for what you can do with an old 401k, and he goes into detail about why moving it to an IRA could be a smart move for you. He also explains what Roth conversions are and how they can potentially be helpful for your financial situation as well. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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