Understanding Your Options (Ep. 61)

Check out the latest episode of Upticks "Understanding Your Options" where Jake Falcon, CRPC and Cory Bittner, CRPC discuss the various options you have involving your 401(k) and various investment options. Jake and Cory discuss leaving your funds in your 401(k), cashing it out and putting it in your checking account, rollover your 401(k) to an IRA, or convert it to a Roth IRA. After discussing ways to handle your 401(k), Jake and Cory begin discussing the various ways you can invest your money. Lastly, Jake and Cory end the episode discussing Cory's upcoming wedding! They reference a past blog post by Matt Johnson, you can read that blog here: https://www.falconwealthadvisors.com/blogandpodcasts/blogpost/blog/wedding-planning-tax-planning. Check out this weeks episode to learn more!