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EPISODE · Sep 8, 2023 · 27 MIN

Rollover And Distribution Decisions

from Safe Money and Retirement · host John Heischman

In this episode host Jon Heischman asks, "do you know the IRA/401k rollover rules?" based on a conversation with a listener. Whether you are leaving an employer with a 401k or offered a pension plan buyout, you need to make sure the course of action you take is in your best interests since there is not one rule-of-thumb for everyone.You need an advisor like Jon to help you through the rollover process from a 401k to an IRA and/or your pension strategy.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

What this episode covers

In this episode host Jon Heischman asks, "do you know the IRA/401k rollover rules?" based on a conversation with a listener. Whether you are leaving an employer with a 401k or offered a pension plan buyout, you need to make sure the course of action you take is in your best interests since there is not one rule-of-thumb for everyone.You need an advisor like Jon to help you through the rollover process from a 401k to an IRA and/or your pension strategy.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/

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Rollover And Distribution Decisions

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Frequently Asked Questions

How long is this episode of Safe Money and Retirement?

This episode is 27 minutes long.

When was this Safe Money and Retirement episode published?

This episode was published on September 8, 2023.

What is this episode about?

In this episode host Jon Heischman asks, "do you know the IRA/401k rollover rules?" based on a conversation with a listener. Whether you are leaving an employer with a 401k or offered a pension plan buyout, you need to make sure the course of action...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Safe Money and Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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