#30 - What to Do With an Old 401(k)
Update: 2025-07-03
Description
In this episode, Arish and Jeff break down the four main options available when you leave a job with a retirement plan still in place and help you figure out which one might be right for you. From investment flexibility to tax planning, they explore the key differences between 401(k)s and IRAs, the pros and cons of rolling over, and how features like the Rule of 55 and 72(t) early withdrawal provisions come into play.
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