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What should you do with your 401(k) when you retire? After working for 30 or 40 years and saving diligently, many retirees reach the same question: should you leave your 401(k) where it is or move it to an IRA? In today's episode, Joe walks through the four key things every retiree must understand before making this decision. Getting this wrong could cost you thousands in missed opportunities, higher taxes, or poor investment flexibility.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/should-you-move-your-401k-to-an-ira-at-age-59
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
What should you do with your 401(k) when you retire? After working for 30 or 40 years and saving diligently, many retirees reach the same question: should you leave your 401(k) where it is or move it to an IRA? In today's episode, Joe walks through the four key things every retiree must understand before making this decision. Getting this wrong could cost you thousands in missed opportunities, higher taxes, or poor investment flexibility.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/should-you-move-your-401k-to-an-ira-at-age-59
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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