
Combining Retirement Accounts
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
00:00
Navigating Retirement Account Rollovers
This chapter delves into the complexities of combining retirement accounts, emphasizing the significance of matching account types to prevent tax issues. It also outlines the process of rolling over funds when changing jobs, supported by personal stories highlighting the benefits of lower fees and superior investment choices with IRAs.
Transcript
Play full episode