Money Making Sense

Your guide to 401k and IRA rollovers


Listen Later

If you have both a 401k and an IRA, you can only contribute a total of $25,500 per year -- between both accounts.  Adam Nugent, the Founder & CEO of Foresight Wealth, explains why.  And Susan Speirs, the CEO of UACPA goes over some tax issues if you transfer money between the two retirement funds.

You can follow this show on Instagram and on Facebook. And to see what Heather does when she's not talking money, go to her personal Twitter page.

Be sure to email Heather your questions and request topics you'd like her to cover here.

See omnystudio.com/listener for privacy information.

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

Money Making SenseBy KSL Newsradio

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

21 ratings