Before You Touch Your 401k After Leaving A Job Watch This First

That old 401(k) you've been meaning to deal with? It might be one of the most overlooked—and expensive—decisions you'll make. In this episode, Catherine and Rachel uncover what really happens when you leave a job and why a simple rollover isn't always so simple. Behind the scenes, there are tax traps, missed opportunities, and strategic windows that most people never see coming. They break down your three core options—but more importantly, reveal what smart planning looks like before you touch anything. From forgotten accounts and hidden Roth dollars to powerful strategies like NUA for company stock and timing Roth conversions in low-income years, this conversation is packed with insights that can change the trajectory of your wealth. And just when you think you've got it handled—enter Medicare surcharges, future RMDs, and tax ripple effects that can quietly erode your plan. This isn't about paperwork. It's about making one decision… the right way. If you've changed jobs—or will—don't make a move until you hear this. Click on the following link to schedule a free consultation. https://savvyup.com/consultation Date Recorded: 3/12/26 Disclosure: Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. savvyup.com | 760.692.5700