When Should I Do a 401k Rollover?

Mr. Stillman's Opus

Today we’re going to answer a question that a lot of people are asking when it comes to retirement planning and that’s when should you do a 401k rollover? You’ve probably heard that it’s usually best to move money out of an old 401k account, but does the timing matter?

In this episode, we’ll talk about the qualifying events that need to occur in order to give you the option for a 401k rollover. Then we’ll tell you about the four main options you have once you reach the point where you could roll the money over. Finally, let’s discuss some reasons why you would choose one of these options over another.

Here’s some of what we discuss in this episode:

• The four options that most people have for their old 401k.
• You can’t expect HR to tell you when these qualifying events occur.
• Why your age plays a role in the decision.
• What specific things should you discuss with your financial professional before doing a 401k rollover?

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