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S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

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Content provided by The Great Retirement Debate with Ed Slott and Jeffrey Levine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Great Retirement Debate with Ed Slott and Jeffrey Levine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeff discuss the next steps with company plans in the case of a layoff.
On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner.
Tune in for new episodes every other Thursday!
Ed Slott, CPA
Ed Slott and Company
irahelp.com
----------------------------------------
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Buckingham Strategic Wealth
buckinghamstrategicwealth.com
Action Rock by LesFM | https://lesfm.net/motivational-background-music/
Music promoted by https://www.chosic.com/free-music/all/
Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/
  continue reading

37 episoade

Artwork
iconDistribuie
 
Manage episode 425823724 series 3544547
Content provided by The Great Retirement Debate with Ed Slott and Jeffrey Levine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Great Retirement Debate with Ed Slott and Jeffrey Levine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeff discuss the next steps with company plans in the case of a layoff.
On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner.
Tune in for new episodes every other Thursday!
Ed Slott, CPA
Ed Slott and Company
irahelp.com
----------------------------------------
Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Buckingham Strategic Wealth
buckinghamstrategicwealth.com
Action Rock by LesFM | https://lesfm.net/motivational-background-music/
Music promoted by https://www.chosic.com/free-music/all/
Creative Commons CC BY 3.0
https://creativecommons.org/licenses/by/3.0/
  continue reading

37 episoade

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