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Podcast: Ready, Set, Retire!
Episode: Maximizing Retirement Wealth: Should You Rollover Your 401K to an IRA?
Description: Join Steve as he delves into the crucial decision of whether to rollover your 401K to an IRA. With insights from financial experts like T Rowe Price's Roger Young, discover the benefits and considerations of this pivotal retirement move. Learn how an IRA offers greater investment flexibility and control over distributions, while also exploring the potential advantages of keeping funds in a 401K. Steve shares valuable strategies for helping clients navigate this decision, including the little-known option of in-service distributions and the importance of diversification for retirement income. Uncover the hidden tax implications of leaving a large IRA inheritance...