The Best Of Refining Retirement Podcast - 401(k)s and Job Fulfillment

Dana and Brad discuss different retirement accounts and the potential tax implications of each, as well as the current state of the job market. Takeaways: - A 401(k) rollover is the single largest transaction many people will make. It’s important to know the proper time to complete the transaction for tax purposes. - If you need to transfer jobs, it’s important to not forget about your employee sponsored retirement plan. Download our FREE helpful resource, “The Value of an Objective Opinion “ Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not endorsed by or affiliated with any government agency.