401K to IRA Explained | Should You Rollover Retirement Assets?

by | Aug 28, 2022 | Rollover IRA

401K to IRA Explained | Should You Rollover Retirement Assets?




Should you roll over your 401k plan to a Roth IRA? This livestream replay discusses some of the reasons why you might want to rollover your retirement assets. We also go over why it could be good to wait until retirement to do a rollover.

Chapters:
0:00 – 0:57 Introduction
0:58 – 2:22 Why People Rollover 401k To IRA
2:23 – 5:37 Other Reasons To Rollover Assets
5:38 – 6:36 Waiting Until Retirement For Rollover
6:37 – 8:08 Holding Roth 401k Past Retirement
8:09 – 9:39 Conclusion

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