In this episode, I cover What To Do With Old 401(k). In addition to your normal options, you'll also find some new rules and strategies as a result of COVID-19. Most are for 2020 only though so be sure to listen to the end.<ul><li>First, you need to find your old 401(k). </li><li>Then evaluate it: expense ratio, site usability, </li><li>Keep it where it’s at?</li><li>Roll it into an IRA (more control)?</li><li>Roll into new 401(k)?</li><li>Cash Out? Taxes, Penalties</li><li>Special COVID Rules for 2020</li></ul>

In this episode, I cover What To Do With Old 401(k). In addition to your normal options, you'll also find some new rules and strategies as a result of COVID-19. Most are for 2020 only though so be sure to listen to the end.First, you need to find your old 401(k). Then evaluate it: expense ratio, site usability, Keep it where it’s at?Roll it into an IRA (more control)?Roll into new 401(k)?Cash Out? Taxes, PenaltiesSpecial COVID Rules for 2020

In this episode, I cover What To Do With Old 401(k). In addition to your normal options, you'll also find some new rules and strategies as a result of COVID-19. Most are for 2020 only though so be sure to listen to the end.<ul><li>First, you need to find your old 401(k).&nbsp;</li><li>Then evaluate it: expense ratio, site usability,&nbsp;</li><li>Keep it where it’s at?</li><li>Roll it into an IRA (more control)?</li><li>Roll into new 401(k)?</li><li>Cash Out? Taxes, Penalties</li><li>Special COVID Rules for 2020</li></ul>

What to Do With Your Old 401(K)

I help tech employees use their finances to create the life of their dreams by helping you take your financial confidence to the next level!Are you a tech employee who wants to learn how to better manage your finances?Working in tech you may experience extreme pay increases, which may allow you the ability to accomplish goals you've only dreamed of. However, if mismanaged, you can also find yourself stressed out and under pressure to increase your income in order to fit your lifestyle.The good news, is through education and a little bit of determination, you have the power to control your future and create your best life.Not only will we cover basic personal finance concepts, but we'll dive deep into tech specific benefits and issues that I regularly help my clients build strategies to maximize. (Examples: working for start ups, restricted stock units, stock options, and layoffs) Also, on a regular basis, I will have special guests that will highlight their stories with unique stories about their tech experiences.

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What to Do With Your Old 401(K)

What to Do With Your Old 401(K)

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