Should You Do a 401(k) Rollover?

When and how is the best way to do a 401(k) rollover? Eric discusses the benefits and details of doing a rollover.

 

Read and learn more: https://petersonfg.com/should-you-do-a-401k-rollover/

 

What we discuss:

0:47 - What are the main benefits of rolling an old 401(k) into an IRA?

5:41 - What are the tax implications of doing rollovers?

7:09 - Can you do a rollover while still working at that company?

9:06 - How do you know where to transfer it?