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EP 31 - 401(k) and ROTH Strategies

Directed IRA Podcast

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What Is Vesting in a Four One K?

A lot of times your four one k is going to track the money separately, just enough for a tracking purpose. As long as that's vested, tell everybody what vesting means. If you're looking to vert the company match, just make sure it's the vested piece. The unvested piece, you won't be able to convert. All right, so i can convert. Can i choose how much i convert?

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