EPISODE · Aug 29, 2025 · 22 MIN
Ep 35 - What to do with your 401(k) when leaving or retiring
from Playbook of the Wealthy · host Playbook of the Wealthy
In this episode of "Playbook of the Wealthy," hosts Heather Townsend and Dave Grant dive into the intricacies of managing your 401k when leaving a job or retiring.They explore the options available, including rolling over to an IRA, the rule of 55, and the potential pitfalls of tax withholdings. With personal anecdotes and expert insights, Heather and Dave provide a comprehensive guide to making informed decisions about your retirement savings. Tune in to learn how to navigate these financial waters and ensure a smooth transition into retirement.
What this episode covers
In this episode of "Playbook of the Wealthy," hosts Heather Townsend and Dave Grant dive into the intricacies of managing your 401k when leaving a job or retiring.They explore the options available, including rolling over to an IRA, the rule of 55, and the potential pitfalls of tax withholdings. With personal anecdotes and expert insights, Heather and Dave provide a comprehensive guide to making informed decisions about your retirement savings. Tune in to learn how to navigate these financial waters and ensure a smooth transition into retirement.
NOW PLAYING
Ep 35 - What to do with your 401(k) when leaving or retiring
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.