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Episode 73: Everything you need to know about 401K rollovers
One of our clients walked in the other day stating that he was curious about 401ks and how they work, digging more into his question, we discovered he had 6 401k's all from different employers! On today's episode, Tom runs through 4 different options you have if you're in a similar situation to our client. You can stay, start a new 401k, cash out, or rollover to an IRA. Keep watching to learn more about 401k's and everything else you're too afraid to ask.
Don’t spend more time wondering about whether you’re ready to retire. Prepare now, so you can look forward to the years ahead with confidence.
Seize the moment. Seize your retirement. Call us at 714-421-4288 to take the first step, or contact us through our website, https://mosleywealthmanagement.com/.
________________________________________
At Mosley Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Your financial situation is different than that of your parents, your neighbors and even your closest friends, so a cookie-cutter approach isn’t going to cut it.
E.A.S.E. Into Retirement is a weekly podcast dedicated to discussing Mosley Wealth Management’s perspective on what to expect before and during retirement. Hosted by Tom Mosley, each episode will provide you our teams educated views on ways to better prepare yourself for those retirement years and your goals.
About Tom Mosley, CEO & President
For more than a quarter century, Tom has helped retirees and those nearing retirement preserve their principals so they can experience the retirement they always envisioned. He focuses on conservative financial strategies that provide the potential for wealth accumulation and help protect retirement assets from market volatility.
After spending 19 years in the ministry, Tom founded Mosley Insurance and Financial Services in 1995 and in 2016, Mosley Wealth Management. He has helped many employees from Fortune 500 companies such as Wells Fargo, Disney, Raytheon and Edison make informed decisions about their 401k(k)s, pension plans and Social Security benefits after they retired or changed jobs.
Tom earned a Master’s in business administration with a major in finance from Pepperdine University as well as a master’s in theology from Dallas Theological Seminary. He has passed the Series 65 securities exam, is a registered Investment Adviser and licensed insurance professional.
Tom and his wife, Suzan, live in Placentia in Orange County and are blessed with five highly successful children – Amanda, Andrea, Rachael, Travis and Mackenzie – and eight adorable grandchildren. Tom says one of his favorite hobbies is “sneaking sugar of all kinds” to his grandkids.
Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766
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By Tom MosleyOne of our clients walked in the other day stating that he was curious about 401ks and how they work, digging more into his question, we discovered he had 6 401k's all from different employers! On today's episode, Tom runs through 4 different options you have if you're in a similar situation to our client. You can stay, start a new 401k, cash out, or rollover to an IRA. Keep watching to learn more about 401k's and everything else you're too afraid to ask.
Don’t spend more time wondering about whether you’re ready to retire. Prepare now, so you can look forward to the years ahead with confidence.
Seize the moment. Seize your retirement. Call us at 714-421-4288 to take the first step, or contact us through our website, https://mosleywealthmanagement.com/.
________________________________________
At Mosley Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Your financial situation is different than that of your parents, your neighbors and even your closest friends, so a cookie-cutter approach isn’t going to cut it.
E.A.S.E. Into Retirement is a weekly podcast dedicated to discussing Mosley Wealth Management’s perspective on what to expect before and during retirement. Hosted by Tom Mosley, each episode will provide you our teams educated views on ways to better prepare yourself for those retirement years and your goals.
About Tom Mosley, CEO & President
For more than a quarter century, Tom has helped retirees and those nearing retirement preserve their principals so they can experience the retirement they always envisioned. He focuses on conservative financial strategies that provide the potential for wealth accumulation and help protect retirement assets from market volatility.
After spending 19 years in the ministry, Tom founded Mosley Insurance and Financial Services in 1995 and in 2016, Mosley Wealth Management. He has helped many employees from Fortune 500 companies such as Wells Fargo, Disney, Raytheon and Edison make informed decisions about their 401k(k)s, pension plans and Social Security benefits after they retired or changed jobs.
Tom earned a Master’s in business administration with a major in finance from Pepperdine University as well as a master’s in theology from Dallas Theological Seminary. He has passed the Series 65 securities exam, is a registered Investment Adviser and licensed insurance professional.
Tom and his wife, Suzan, live in Placentia in Orange County and are blessed with five highly successful children – Amanda, Andrea, Rachael, Travis and Mackenzie – and eight adorable grandchildren. Tom says one of his favorite hobbies is “sneaking sugar of all kinds” to his grandkids.
Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766