Rich Habits Podcast cover image

Q&A: $385K of Equity, $70K in Settlement Money, and Robinhood's 3% Match

Rich Habits Podcast

00:00

Investment Rollover Dilemma in Current Employment

This chapter explores a listener's inquiry about transferring investments from a high-fee S&P 500 index fund in their employment's 403b plan to another option within the same company, questioning the feasibility of rolling over assets into Vanguard accounts without leaving their current job to avoid penalties.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app