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The Important Things You Should Know About 401k Rollovers

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Manage episode 211019763 series 2377973
Content provided by Chris Patterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Patterson 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.

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider. We'll also answer a question from Roger about recent losses in his IRA. And is it wise for college students to invest some of their financial aid in bitcoin? It's happening, so we'll get Chris' thoughts on that and more in this week's podcast.

Click here for Chris' Tax Free Retirement Toolkit.

  continue reading

19 episoade

Artwork
iconDistribuie
 
Manage episode 211019763 series 2377973
Content provided by Chris Patterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Patterson 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.

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider. We'll also answer a question from Roger about recent losses in his IRA. And is it wise for college students to invest some of their financial aid in bitcoin? It's happening, so we'll get Chris' thoughts on that and more in this week's podcast.

Click here for Chris' Tax Free Retirement Toolkit.

  continue reading

19 episoade

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