On this episode of DIY Money, Quint and Daniel discuss what you need to know before rolling over a 401K with both Roth and Traditional funds.

401K Rollovers with Roth and Traditional Funds

Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself.

Disclosures
Joule Financial, LLC is registered as an investment adviser with the Securities Exchange Commission (SEC). The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Joule’s current written disclosure brochure filed with the SEC which discusses among other things, Joule’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. 

All content in this podcast is for information purposes only. Opinions expressed herein are solely those of Joule Financial, LLC and our staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation. It does not involve the rendering of personalized investment advice nor should it be viewed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed.

Please note that neither Joule Financial, LLC nor any of it agents give legal or tax advice. The firm is not engaged in the practice of law or accounting.  This presentation shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to anyone.
 
All information referenced is for illustrative purposes is not intended to be representative of any specific investment vehicle.  Past performance is not indicative of future results.  Charts, graphs, and returns do not represent the performance of Joule Financial, LLC or any of its advisory clients. Returns do not reflect the impact that advisory fees and other expenses have on the results. All investment strategies have the potential for profit or loss. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio.  All investment strategies have the potential for profit or loss.

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Self-Improvement

Quint and Allie talk about student loans and the new SAVE repayment plan.

Student Loans

Quint and Logan talk about Bitcoin and purchasing it through an exchange-traded fund.

Bitcoin ETFs

Allie and Logan answer this junior question about when to get started investing.

DIY Money JR - When to Invest

Daniel and Allie dive deep into how a health savings account works and why it is one of the best money hacks out there.

Money Hack: The HSA

Should you have life insurance for your kids? If so what kind? Daniel and Logan discuss.

401K Rollovers with Roth and Traditional Funds

Download our free app to listen on your phone