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Thanks!!!
Thank you!
Hi Jazz thank you for the video I’ve been doing a lot of research lately as I’m planning on retiring in one year… I will be 60… I’ve worked for the same company for 36 years and I have vested in this large box store stock for 30 of that years so I have quite a bit in stock at this moment… Confused on what to do when I do retire, can you leave part of it in a 401(k) to keep growing?Or do companies typically have you roll all or nothing into an IRA? I’d like to draw from the IRA until it runs out and then deal with the 401(k) part in Costco company stock
I am having a hell of a time filling out the paperwork for transferring my former employers 401k to an Traditional IRA. And I don't want to mess it up. any pointers or videos to help me out would be appreciated. Thank you.
CAN YOU HELP ME TO OPEN THE ROTH IRA ACCOUNT FOR ME ; AS I AM PLANNING TO RETIRE WITHIN AN YEAR
is there any amount limit how much I can rollover from traditional 401k to traditional IRA? I need to to roll more than 10K but IRA annual limit is 6000 right?
So can the 401k be rolled into an SEP? I left a company and started my own SM LLC and want to continue contributing thru my new business
Which retirement account should I put my money to grow mr jazz
watching this in 2021. thank you. i was missing a step in the process. hope all will go smoothly now. =P video liked. =)
Can we do partial rollover? I contribute to traditional 401k as well as Roth 401k. When I leave the company, can I just roll over the Roth 401k to my Roth IRA, and leave the traditional 401k part in there as it is?
I don’t want to roll traditional 401k to traditional IRA. It will mess up my Backdoor Roth IRA conversions
So it’s only 10 percent taxes? If you cash out all before 60…. I’m 36 I got a long way to go to 60
can open ira account at my local credit union? and also if i have rollover to ira account . will i able to withdraw from it if i need to? thank you
Careful rolling over entire 401k to traditional IRA. There are potentially high tax implications if you want to convert to Roth in the future. The pro rata rule might get you
Is there a time limit to transfer/ rollover your 401k if you don’t work there anymore.?
Question: Could I roll over just part of my 401K? And, can I do so before changing jobs or retiring?
Oh I won’t cash it out then. Once rolled over to my rollover IRA, can I still contribute by transfer from bank where my pay check is connected?
I was wondering if I could take out the funds from my 401k that I rolled into and put that amount in a traditional IRA? Please assist
Appreciate the quick run down. I am on the fence about a few issues, considering I am still at the current employer, but want to roll over my 401k to a BTC IRA. How involved does the employer have to be in this process? Again already subbed after this video, thanks.
Do you have to leave your job to roll over funds? Or can you annually roll over 401k funds into your IRA in order to side step contribution limits?
How do you choose your new IRA account? Reputation? Fund choices? Fees? There are so many out there and it's hard to choose!
Great video, thank you!!