The Money with Katie Show

Rich Girl Roundup: The Easiest Way to Roll Over Your 401(k)

Dec 4, 2023
Learn about the benefits of rolling over a 401k when leaving a job, including avoiding cashing out and reducing fees. Explore different options for rolling over a 401k, such as transferring it into an IRA or a new employer's plan. Discover their experience using a service to roll over a 401k. Discuss the process of rolling over a 401k retirement account, including options for indirect and direct rollovers.
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Episode notes
1
Introduction
00:00 • 2min
2
Rolling Over a 401k: Preventing Loss and Maximizing Returns
01:58 • 3min
3
Rolling Over a 401k: IRA vs. New Employer's Plan
04:52 • 4min
4
Experiences with Using a Service to Roll Over a 401(k)
09:19 • 2min
5
Rolling Over a 401(k) and Considerations
11:06 • 3min