20 min
Ep 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k Financial Bliss with Kelley Long
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- Investing
Get a breakdown of ALL the options you might want to explore before deciding what to do with your old 401k plan.
This episode explores the pros and cons of each of the 4 options available while also touching on related retirement and tax rules at play, including:
- The rule of 55
- Net-unrealized appreciation rules for company stock
- Why a rollover IRA might be a choice you regret
- Where to go for more help making this decision
Resources to support the topics discussed:
How to do a backdoor Roth IRA
How Are Financial Coaches Different From Financial Planners, CPAs & Financial Advisors?
Get a breakdown of ALL the options you might want to explore before deciding what to do with your old 401k plan.
This episode explores the pros and cons of each of the 4 options available while also touching on related retirement and tax rules at play, including:
- The rule of 55
- Net-unrealized appreciation rules for company stock
- Why a rollover IRA might be a choice you regret
- Where to go for more help making this decision
Resources to support the topics discussed:
How to do a backdoor Roth IRA
How Are Financial Coaches Different From Financial Planners, CPAs & Financial Advisors?
20 min