Combining Retirement Accounts

Quint and Allie dive into the nitty-gritty of consolidating retirement accounts like IRAs and 401ks. They discuss essential tips to consider, such as tax implications and the timing of rollovers, to maximize savings. The duo also shares personal stories about the significance of matching account types to avoid tax pitfalls. Alongside financial insights, they sprinkle in lighthearted anecdotes from hiking and their caffeine habits, making complex topics accessible and fun.