The 3rd Decade Podcast

Rollover IRAs


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In this episode, Scott discusses Rollover IRAs: what they are, when they're relevant, & their benefits. 
Common reasons for establishing a Rollover IRA are:

  • Consolidating where your accounts are held
  • Lower fees than 401ks
  • More control over your money

If you have an old retirement account from a previous job, you may want to consider this for yourself. Scott points out some of the things to keep on your radar, how to start this process, and the benefits of doing a "direct transfer" to a Rollover account to avoid any potential penalties or taxes. 

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The 3rd Decade PodcastBy 3rd Decade