Send us Fan Mail

If you’ve ever left a job and wondered what to do with that old 401k account, you’re not alone, and today’s episode is for you! In this listener mailbag edition, Steve answers a question from William, who’s trying to decide whether to leave his 401k where it is or roll it into an IRA. It sounds simple, but the implications can be huge.

Here’s some of what we discuss in this episode:

🔄 Rollover or leave it? Some pros and cons

🔍 Hidden 401k fees most people never see

🧾 How to avoid surprise tax bills during a transfer

❌ Why "set it and forget it" could cost you

🧩 Consolidating smart, not blindly

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube:  https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the acc...