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Konten disediakan oleh Erik Bowman. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Erik Bowman atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Should You Rollover Your 401k Into an IRA?

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Manage episode 438324767 series 3575622
Konten disediakan oleh Erik Bowman. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Erik Bowman atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Are you nearing retirement or thinking about changing jobs? One of the most common questions people face is what to do with their 401(k). Should you keep it where it is, or roll it over into an IRA? In this video, we’re going to discuss the reasons you might want to rollover your old 401k today.

Here’s what we discuss in this episode:

0:00 – Intro

1:58 – Scenarios that allow you to roll over old 401Ks

3:42 – Benefits of a rollover IRA

6:42 – Tax considerations in rollovers

9:35 – Consolidation & fees

12:13 – Common concerns

14:04 – Reason you’d keep the old 401k

Get access to all of our free guides on Social Security, RMDs, Investing, and more: https://www.bowmanfinancialstrategies.com/resources#Guides

Watch all of our educational videos on YouTube: https://bit.ly/3XcNgZE

Book at 20 minute introductory phone call with Erik: https://calendly.com/bfs-2019/web-inquiry-phone-call-with-erik-bowman?month=2024-09

Other ways to get in touch:

Phone: (303) 222-8034

Our website: https://www.bowmanfinancialstrategies.com/

LinkedIn: https://www.linkedin.com/in/bowmanfinancialstrategies/

Facebook: https://www.facebook.com/bowmanfinancialstrategies/

  continue reading

31 episode

Artwork
iconBagikan
 
Manage episode 438324767 series 3575622
Konten disediakan oleh Erik Bowman. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Erik Bowman atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Are you nearing retirement or thinking about changing jobs? One of the most common questions people face is what to do with their 401(k). Should you keep it where it is, or roll it over into an IRA? In this video, we’re going to discuss the reasons you might want to rollover your old 401k today.

Here’s what we discuss in this episode:

0:00 – Intro

1:58 – Scenarios that allow you to roll over old 401Ks

3:42 – Benefits of a rollover IRA

6:42 – Tax considerations in rollovers

9:35 – Consolidation & fees

12:13 – Common concerns

14:04 – Reason you’d keep the old 401k

Get access to all of our free guides on Social Security, RMDs, Investing, and more: https://www.bowmanfinancialstrategies.com/resources#Guides

Watch all of our educational videos on YouTube: https://bit.ly/3XcNgZE

Book at 20 minute introductory phone call with Erik: https://calendly.com/bfs-2019/web-inquiry-phone-call-with-erik-bowman?month=2024-09

Other ways to get in touch:

Phone: (303) 222-8034

Our website: https://www.bowmanfinancialstrategies.com/

LinkedIn: https://www.linkedin.com/in/bowmanfinancialstrategies/

Facebook: https://www.facebook.com/bowmanfinancialstrategies/

  continue reading

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