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