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Navigating High-Fee 401(k) Plans and Considerations for IRA Rollovers
This chapter explores strategies for managing high-fee 401(k) plans, including the benefits of saving on taxes and considering alternative investment options. It also delves into the complexities of transferring funds from a 401(k) to an IRA, discussing the implications on financial planning strategies and the importance of maximizing tax-free growth opportunities before seeking income tax deductions.