DiscoverFinancial Bliss with Kelley LongEp 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k
Ep 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k

Ep 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k

Update: 2024-02-26
Share

Description

Get a breakdown of ALL the options you might want to explore before deciding what to do with your old 401k plan.




This episode explores the pros and cons of each of the 4 options available while also touching on related retirement and tax rules at play, including:


- The rule of 55


- Net-unrealized appreciation rules for company stock


- Why a rollover IRA might be a choice you regret


- Where to go for more help making this decision




Resources to support the topics discussed:


How to do a backdoor Roth IRA


How Are Financial Coaches Different From Financial Planners, CPAs & Financial Advisors?

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Ep 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k

Ep 15: From Rollover to Cash-Out: Navigating Choices for Your Old 401k

Kelley C. Long, CFP®, CPA/PFS