365 Why And How To Rollover Your 401(k) To An IRA

View Larger Image

365 Why And How To Rollover Your 401(k) To An IRA

In this podcast episode Jason explores why you would want to rollover your 401(k) to an IRA as well as the how to mechanics of rolling over a 401k to an IRA.

★★★★

Articles, Links and Resources Mentioned In This Podcast Episode:

SmartAssset – Average 401(k) Fees

Forbes – The Still Working Exception

Kitces.com – Maximizing The Still Working Exception

Morningstar.com – Consider A Roth Conversion Of After Tax Money

MorganStanley.com – In Plan Roth Conversion Strategy

Kitces.com – Isolating Basis For More Tax Efficient ROTH IRA Conversions

By Jason Parker|2021-12-30T11:18:28-08:00December 30, 2021|

About the Author: Jason Parker

I have a passion to help educate and inspire retiree’s to take action to achieve clarity, confidence and freedom in their retirement. I am the author of Sound Retirement Planning, the host of Sound Retirement Radio and the President of Parker Financial LLC.

Helping with a retirement plan designed to achieve clarity, confidence and freedom.

Retirement Budget Calculator

Parker Financial

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.

365 Why And How To Rollover Your 401(k) To An IRA