Our topic today is 401K rollover options. Recently, I’ve had quite a few people ask me, “How can I roll my 401K?” “Should I roll my 401K?” “When can I do it?” When talking about 401k rollovers, I can’t help but think of a song… Five bears in the bed and the little one said
“I’m crowded, roll over” So they all rolled over, and one fell out.

Now you might think what a silly song, but the more I think about it, it does apply. Sometimes you leave a job and leave your 401k, and then you might work at another job and leave it and before long you have all these 401ks sitting all over the place, your investment portfolio is crowded. It’s hard to be coordinated and it’s very easy for something to fall off the bed! Whether it’s just not coordinated with the rest of it your accounts or you forget you even have it! That’s probably not the best planning! But you also don’t want to roll over and lose anything. So should you roll a 401k or not?

See the full post here: https://bertramfinancial.com/401k-rollover-options/