Should You Rollover Your 401k?
An episode of the Dollars With Dennis podcast, hosted by Dennis Horr, titled "Should You Rollover Your 401k?" was published on April 24, 2025 and runs 9 minutes.
April 24, 2025 ·9m · Dollars With Dennis
Summary
Rolling over a 401(k) can be a smart move, but it has to be done the right way. In this episode, Dennis shares the key decisions and risks that come with moving your old retirement accounts into an IRA. He explains when a rollover makes sense, what tax traps to avoid, and how to personalize your investment strategy once the transfer is complete. Here’s some of what we discuss in this episode: 💼 When a 401(k) rollover makes sense 💸 What tax mistake to avoid at all costs 📈 How IRA options offer...
Episode Description
Rolling over a 401(k) can be a smart move, but it has to be done the right way. In this episode, Dennis shares the key decisions and risks that come with moving your old retirement accounts into an IRA. He explains when a rollover makes sense, what tax traps to avoid, and how to personalize your investment strategy once the transfer is complete.
Hereβs some of what we discuss in this episode:
πΌ When a 401(k) rollover makes sense
πΈ What tax mistake to avoid at all costs
π How IRA options offer more flexibility
π In-service rollovers after 59Β½ explained
π§ Building a personalized income strategy after the rollover
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