Mastering Rollovers: Strategies for a Smooth Transition of Retirement Funds

Do you have assets in a previous employer's retirement plan? Would it be easier to consolidate all your retirement assets into one place? Today we're all about rollovers: what they are, how they work, and why you should care. We welcome Dana Anspach, CFP, the force behind Sensible Money, a financial planning service focused on clients who are nearing/in retirement, to help make sense of what rollovers are and if it makes sense to do one. Joining Dana is, Paula Pant, who has more knowledge about rollovers than pop culture, as well as our in-house CFP, OG.

Dana also shares some of her experiences about rollover horror stories - and what steps you can take to avoid mistakes - and the potential tax consequences that may ensue. Paula chimes in with her experiences and thoughts on the rollover process, and OG imparts his wisdom on what scenarios may make for a more difficult rollover process.

Doug brings the heat with some fast-paced this-day-in-history travel-themed trivia.

FULL SHOW NOTES: https://www.stackingbenjamins.com/friday-roundtable-401k-rollovers-1373-2

Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201

Enjoy!

Learn more about your ad choices. Visit podcastchoices.com/adchoices