Retirement Coach's Corner

Ep 13: What You Need to Know About 401(k) Rollovers


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When you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-13-401k-rollovers/

What we discuss in this episode:

0:42 - Troy just moved into a new home!

1:36 - Let's talk 401(k) rollovers.

5:43 - How does the rollover fit into your retirement plan?

9:49 - Should you do a rollover before you leave your company?

14:35 - What do we invest in?

...more
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Retirement Coach's CornerBy Alan Mercurio & Troy Bolton

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