One of the most common questions is, “Should I transfer my 401k to an IRA?”

Before we dive in, please note that you should consult a financial professional before making any investment or financial planning decisions.

Today, I’m interviewing Susan Kroeger, CFP® and Social Security expert, about the factors you need to consider before transferring your 401k to an IRA.

The insights you will learn will provide a better understanding of what to consider before deciding.

Wealth Inside and Out® Podcast: “Should I Transfer My 401k to an IRA?”

In this episode, you will learn:
>> (5:37) What you should know and pay attention to when buying a financial product or service.
>> (6:52) Considerations for moving money from a 401k into an IRA.
>> (10:40) How does rolling a 401k into an IRA impact your estate plan?
>> (12:15) Can you transfer your money from a 401k to a Roth IRA?
>> (13:30) Ways to manage your IRA and the fees. As a result, you can make more informed decisions
>> (16:11) Options for someone who doesn’t feel qualified to manage their retirement or investments.
>> (18:50) How to create a stream of guaranteed income.
>> (21:16) Understanding the risk of investing in stocks.
>> (25:28) What to do if you want to leave the money in an IRA to your kids.

If you have questions or need support, click here:

Conclusion — “Should I Transfer My 401k to an IRA?”

Every situation is unique, and your plan should be customized to your situation.

Before making any investment or financial changes, always consult a certified financial professional. Today’s episode will help you better understand how a 401k can be transferred to an IRA and why someone would want to make that change.

For more insight, please listen to the full episode.

Please share this information with your friends and family who have left a job or have a 401k.

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To your financially secure life,

Annette