Ep. 37 Making the Right Move: 401(k) vs. IRA - What’s Best for Your Retirement?

Send us Fan MailIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, hosts Madison Demora and Mike Garry explore the complexities of managing your retirement savings. In the beginning of the episode, they tackle a listener's question on long-term care insurance. Then, dive into a Wall Street Journal article by Olivia Mitchell, discussing the pros and cons of rolling over a 401(k) into an IRA versus leaving it in an employer-sponsored plan. Mike shares expert insights on investment options, fees, fiduciary protections, and estate planning considerations. Whether you’re nearing retirement or simply planning ahead, this episode is packed with valuable advice to help you make informed decisions about your financial future.Wall Street Journal article: https://www.wsj.com/personal-finance/retirement/what-to-do-with-401k-after-retirement-22b9b787