))
The Cost of Mistakes in Rolling Over 401k to IRA
Manage episode 436429761 series 3561292
محتوای ارائه شده توسط Impact Partnership and Abe Abich. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Impact Partnership and Abe Abich یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains.
Another theme Abe touches on is the need for consolidation and planning in the retirement phase, as many people accumulate multiple accounts and face decisions regarding pensions, social security, and insurance policies. The conversation also touches on economic indicators of a potential recession and the importance of adjusting investment strategies as retirement approaches.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
فصل ها
1. Retirement Key Podcast (ABE) (00:00:00)
230 قسمت
اشتراک گذاری
