Retirement Answers

Do you have an old 401k from a previous employer? Or maybe even a few straggling out there?

I'm a fan of keeping things organized and simple, so rolling over those old 401ks into an IRA to consolidate your money could is typically a good idea. The hard part is knowing how to actually do the rollover correctly.

It can be scary because it is your life savings that you are trying to move from one account to another. 

Well, in this episode, I guide you through the exact process to make sure you do your 401k rollover correctly. Also, I share the benefits of doing a rollover and different times it might not make sense to do a rollover.

Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob.duke@appliedcapital.com

Submit your question here: jacob@retirementanswers.net
YouTube: https://www.youtube.com/@retirementanswers

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What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!