Ep 70: To Roll Or Not To Roll
Statistics show that the average Baby Boomer has worked for six different employers by the time they reach retirement. This creates situations where perhaps you've contributed to multiple different 401(k) type of accounts. And what did you do with the money when you changed jobs? Did you leave it with the old employer's plan or roll it over into an IRA? Take a distribution? Not sure? You're not alone if you find this decision making process difficult to tackle. Listen to this episode for an in depth guide on what to consider if you're currently trying to decide what to do with an old 401(k) and evaluating to roll, or not roll, it over...
