Retirement Planning Education, with Andy Panko cover image

#004 - Should I rollover my employer retirement plan?

Retirement Planning Education, with Andy Panko

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Six Pros of Taking Money Out of an Employer Plan

If you have three or four legacy employer plans from old jobs, each one of those will require its own required minimum distribution when you're 72. So i think there's inherent value in simplicity, in keeping things stream lined and simple. The the last pro i identified of doing a roll over is more control of your tax withholdings. Some states don'ta for some states that do require it, there's an affidavit you consign to i to wave it out.

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