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Jae Bratton

NerdWallet credit card writer, sharing personal experiences with retirement account rollovers and offering insights on the process.

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Nov 4, 2024 • 31min

Retirement Rollover Ready? Rules, Risks, and Rewards of 401k and IRA Transfers

In this engaging discussion, Jae Bratton, a NerdWallet credit card writer, shares her insights on retirement account rollovers, drawing from personal experiences. The conversation delves into the benefits of consolidating accounts for better financial security and explores the surprising risks of indirect rollovers. Additionally, tips on smart budgeting for the holidays and strategies to avoid impulsive spending are highlighted, making for a well-rounded talk on financial management and planning.