Clear Skies Retirement

What should you do with your 401(k) once you retire?


Listen Later

Jay Kirkwood of Secure Financial Management discusses the options retirees have with their 401k plans. He explains that retirees can choose to leave their money in the 401k or roll it into an IRA. He highlights the limited investment options in most 401k plans and the need for more diverse investment options in retirement. Jay also discusses the fees associated with 401(k) plans and the lack of transparency in understanding these fees. He emphasizes the importance of personalized retirement planning and the benefits of working with a financial advisor.

To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.clearskiesretirement.com

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Clear Skies RetirementBy Jay Kirkwood