On average, employees in the US change jobs 12 times over the course of their careers—changing employers about every 5 years. In most cases, that change means deciding what to do with an old retirement account. Should you transfer your funds to your new employer’s 401(k)? Should you leave it behind to ‘diversify’ your holdings? Should you transfer your assets to an IRA? In today’s episode of The Wise Money Show, Mike, Josh, and Kevin discuss the options and explore how to make the best choice possible—no matter how many times you make the jump!
Season 5 Episode 36
Medicare Mistakes to Avoid When Working Past 65
Record Number of 401k Early Withdrawals - How to Avoid This
Tax Planning Changes for 2024
How to Become a 401k Millionaire
The Right Retirement Plan for Self-Employed
Pros and Cons of Health Insurance on Marketplace
How to Help Your Kids Develop Money Skills
Top Tax Strategies for Retirement
The Right Entity Structure For Your Small Business
How to Invest Tax-Efficiently
5 Truths About Recessions
Tax Surprises for Your 2023 Tax Return
Understanding the Partial-Year Rules for HSA
Tax Planning Strategies to Maximize Your 2023 Tax Return
Solutions for Today's Greatest Risks
2023 Investment Recap and 2024 Market Outlook
Best Ways to Save for Retirement Without a 401k
The Most Common Financial Goals for 2024
What Is Your Retirement Score?
How to Manage Rising Insurance Rates
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