Coffee and Coin Podcast

141. How to Do a 401(k) Rollover and Stop Leaving Money on the Table


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Ever wondered how to do a 401(k) rollover?

Many people leave jobs and forget about their retirement plans: leaving 24.3 million 401(k) plans totaling $1.35 trillion in assets on the table. Knowing how to handle your “old” 401(k) plans is key to making sure your retirement funds can keep growing without interruption. During this episode, we're sharing the recording from our March Community Event on how to do a 401(k) rollover.

What you'll learn:

  • How much a forgotten 401(k) could be costing you
  • Why rolling over your 401(k) matters
  • How to complete a 401(k) rollover (it’s easier than you think!)

Get the full show notes here: factorawealth.com/coffee-coin/141

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Coffee and Coin PodcastBy Allegra Moet Brantly

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