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
Common RMD Mistakes to Avoid
Backdoor Roth and Mega Backdoor Roth Strategies
Year-End Tax Planning Strategies for 2023
The Most Dangerous Assumptions in Retirement Planning
Is It Possible to Do Too Much Roth Conversion?
Most Common Questions When Enrolling in Medicare
Tax Law Changes for 2024 From SECURE Act 2.0
Creative Funding Strategies for the HSA
Changes to Medicare From Inflation Reduction Act
How to Stay Motivated for Long-Term Financial Goals
5 Biggest Social Security Questions Answered
How to Get Your Cash Working Harder for You
How Much Money Do You Need to Retire?
Most Confusing Issues When Planning for Retirement
Advanced Planning Strategies Using a Donor Advised Fund
How to Avoid Paying Taxes in Retirement
How to Avoid RMD in Retirement
Student Loan Repayment Strategies
5 Steps When Going From Employee to Contractor
Investment Halftime Report for 2023
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