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Retirement Planning Education, with Andy Panko chevron_right

#004 - Should I rollover my employer retirement plan?

Jan 14, 2022
37:10
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1
Introduction
00:00 • 6min
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2
Investing in Stocks and Bonds
05:45 • 2min
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3
Employ Retirement Plans - What Are the Fees?
07:42 • 2min
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4
Investing in a Mutual Fund or a TSP Plan - Is That Really the Best?
09:21 • 5min
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5
Six Pros of Taking Money Out of an Employer Plan
14:17 • 6min
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6
Can You Avoid the Ten % Early Withdrawal Penalty?
20:09 • 6min
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7
Do You Need to Delay RMDS?
26:06 • 4min
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8
The Pros and Cons of Rolling Overs
30:25 • 4min
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9
What Is Erma?
34:32 • 3min
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The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAs

Links in this episode:

  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Newsletter - Retirement Planning Insights
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