EPISODE · Jun 12, 2026 · 29 MIN
1995: Ask Farnoosh: Managing Your Net Worth in Retirement, Trump Accounts and 401(k) Rollovers
from So Money with Farnoosh Torabi
This week, Farnoosh answers listener questions about rolling over an old 401(k), managing $100,000 in savings for a 68-year-old on Social Security, and how couples should discuss and merge finances. She highlights a New York Times story on how weak job markets can scar young graduates long-term and a piece in the Wall Street Journal about “Trump accounts,” including unclear eligibility rules and potential state tax differences versus 529 plans, advising caution until IRS guidance arrives. Learn more about her October 9 Book to Brand event. Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
This week, Farnoosh answers listener questions about rolling over an old 401(k), managing $100,000 in savings for a 68-year-old on Social Security, and how couples should discuss and merge finances. She highlights a New York Times story on how weak job markets can scar young graduates long-term and a piece in the Wall Street Journal about “Trump accounts,” including unclear eligibility rules and potential state tax differences versus 529 plans, advising caution until IRS guidance arrives. Learn more about her October 9 Book to Brand event. Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.
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1995: Ask Farnoosh: Managing Your Net Worth in Retirement, Trump Accounts and 401(k) Rollovers
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