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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Rolling over a 401(k) can be a smart move, but it has to be done the right way. In this episode, Dennis shares the key decisions and risks that come with moving your old retirement accounts into an IRA. He explains when a rollover makes sense, what tax traps to avoid, and how to personalize your investment strategy once the transfer is complete.
Here’s some of what we discuss in this episode:
💼 When a 401(k) rollover makes sense
💸 What tax mistake to avoid at all costs
📈 How IRA options offer more flexibility
📊 In-service rollovers after 59½ explained
🧭 Building a personalized income strategy after the rollover
Our website: https://www.401k.faith
Phone: (513) 898-1897
Contact our team: https://www.faith401kmgmt.com/contact_us/
Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/
Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/
Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm
Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/
Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g
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