Should You Roll Over Your Retirement Account to an IRA? Ep #200

When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On this episode, we’ll explore the options you have, the factors to consider, and the reasons you should and the reasons you shouldn’t roll over your employer-sponsored retirement account.

Outline of This Episode

• [3:15] The 6 options you have when you separate service 
• [8:01] Factors to consider
• [13:54] Reasons to roll over
• [20:45] Reasons not to roll over

Resources & People Mentioned

• BOOK - Making Numbers Count by Chip Heath
• Episode 85 - Unlocking the Secrets to a Successful 401k Rollover
• Episode 170 - Choose Your Own Retirement Adventure – The 4 Types of Retirement Journeys
• Episode 182 - How Changes to the Secure Act 2.0 Could Affect You
• Episode 196 - Are You Making These IRA Beneficiary Mistakes?

Connect With Chad and Allison

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

Subscribe To This Podcast

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