What if moving your money – from a 401(k) to an IRA, or from one account to another – has bigger consequences than you realize? In this episode, Dave Hodson breaks down the hidden pitfalls and overlooked advantages of rolling funds between accounts, from tax surprises to the dangers of chasing short‑term returns. He explains why understanding your goals, timelines, and retirement strategy matters far more than simply checking a rollover box. With real client stories, clear guidance, and practical insights, this conversation helps listeners rethink how they handle old employer plans, annuities, Roth conversions, and the mix of buckets they rely on for retirement.

Call 800-876-3817, email [email protected], or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

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