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If you have an old 401k or other savings vehicle, you may have wondered what happens to it once you retire. In this episode of Joe Knows Retirement, Joe shares three things you can do with your old 401k and lists the pros and cons of each option. He talks about why moving it to an IRA is often the option he recommends, and stresses the importance of working with a professional team when making these big decisions.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
If you have an old 401k or other savings vehicle, you may have wondered what happens to it once you retire. In this episode of Joe Knows Retirement, Joe shares three things you can do with your old 401k and lists the pros and cons of each option. He talks about why moving it to an IRA is often the option he recommends, and stresses the importance of working with a professional team when making these big decisions.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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