Your Old 401(k): to Rollover, or Not to Rollover

Stay Wealthy Retirement Podcast - En podcast af Taylor Schulte, CFP®

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Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAsset.   This number is rapidly declining, but even if you cut it in half, it would still be concerning.  When you leave a company, you have three options for dealing with your 401(k): Leave it at your previous employer Transfer it to your new employer Roll it over to an IRA at a trusted custodian And, given how much you might be paying in fees, I don't recommend neglecting this part of your financial plan. In today's podcast episode, we talk about each of these options and help you decide which is best.  --- If you have any more questions, please contact us at [email protected] Thanks for Listening Be sure to subscribe on iTunes, Stitcher, Spotify, Android, or wherever you get your podcasts.  And feel free to drop us a line at [email protected] Find show notes and more information at http://www.staywealthysandiego.com/35 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

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