When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors to consider, and the reasons you should and the reasons you shouldn’t roll over your employer-sponsored retirement account.

Outline of This Episode

• [3:15] The 6 options you have when you separate service 
• [8:01] Factors to consider
• [13:54] Reasons to roll over
• [20:45] Reasons not to roll over

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