26 min

Your Old 401(k): to Rollover, or Not to Rollover Stay Wealthy Retirement Podcast

    • Investing

Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAsset.  
This number is rapidly declining, but even if you cut it in half, it would still be concerning. 
When you leave a company, you have three options for dealing with your 401(k):
Leave it at your previous employer Transfer it to your new employer Roll it over to an IRA at a trusted custodian And, given how much you might be paying in fees, I don't recommend neglecting this part of your financial plan.
In today's podcast episode, we talk about each of these options and help you decide which is best. 
---
If you have any more questions, please contact us at podcast@staywealthsandiego.com
Thanks for Listening
Be sure to subscribe on iTunes, Stitcher, Spotify, Android, or wherever you get your podcasts.  And feel free to drop us a line at podcast@staywealthsandiego.com
Find show notes and more information at http://www.staywealthysandiego.com/35
DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAsset.  
This number is rapidly declining, but even if you cut it in half, it would still be concerning. 
When you leave a company, you have three options for dealing with your 401(k):
Leave it at your previous employer Transfer it to your new employer Roll it over to an IRA at a trusted custodian And, given how much you might be paying in fees, I don't recommend neglecting this part of your financial plan.
In today's podcast episode, we talk about each of these options and help you decide which is best. 
---
If you have any more questions, please contact us at podcast@staywealthsandiego.com
Thanks for Listening
Be sure to subscribe on iTunes, Stitcher, Spotify, Android, or wherever you get your podcasts.  And feel free to drop us a line at podcast@staywealthsandiego.com
Find show notes and more information at http://www.staywealthysandiego.com/35
DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

26 min