Ep 13: What You Need to Know About 401(k) Rollovers

28/10/2021 18 min
Ep 13: What You Need to Know About 401(k) Rollovers

Listen "Ep 13: What You Need to Know About 401(k) Rollovers"

Episode Synopsis

When you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.      and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-13-401k-rollovers/   What we discuss in this episode:  0:42 - Troy just moved into a new home! 1:36 - Let’s talk 401(k) rollovers. 5:43 - How does the rollover fit into your retirement plan? 9:49 - Should you do a rollover before you leave your company? 14:35 - What do we invest in?