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

Sound Retirement Planning Podcast

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.

Rating: 4 out of 5.

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