Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro’s & Con’s

In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning.

I want to look at the pro’s to rolling over a 401k and also the con’s to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA.

Let’s talk about when you should NOT rollover your 401k to an IRA:
1. You are still working and are under the age of 59.5
2. You are 55 and considering retirement (Rule 55)
3. Increased creditor protection in a 401k
4. 401k’s offer loans–IRA’s do not offer loans

Why you SHOULD rollover your 401k to an IRA
1. More investment choices in IRA over 401k
2. Lower investment fees
3. Convert IRA to Roth IRA (Roth IRA Conversion)
4. Consolidation from multiple 401k’s to single Traditional IRA

If you have an old 401k with a previous employer you have 4 options:
1. Leave the 401k at the old 401k plan
2. Roll the 401k to your new 401k
3. Cash out your 401k
4. Roll your 401k over to an IRA

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Pearl Wealth Group
Drew Blackston, CRC® & RFC®
Office: 813-807-5060
Info@pearlwealthgroup.com

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