EPISODE · Feb 7, 2023 · 28 MIN
What Should You Do With Your 401k When You Retire?
from Ready For Retirement · host James Conole, CFP®
In this episode of Ready for Retirement, James discusses what you should do with your 401(k) when you retire.Questions Answered: What are the best ways to reduce fees in a 401(k)?Should you move your 401(k) elsewhere?How can your overall retirement strategy be improved?Timestamps:00:00 - Introduction 1:45 - Listener Question3:23 - 401(k) Hidden Fees7:52 - Gaining More Control9:45 - Investment Options13:40 - Clunky Planning17:03 - After-Tax Contributions21:05 - Net Unrealized Appreciation24:02 - Tax Treatment26:08 - Age Importance29:50 - Working With UsCheck out all of our podcast episodes and more on our YouTube channel here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
What this episode covers
In this episode of Ready for Retirement, James discusses what you should do with your 401(k) when you retire. Questions Answered: What are the best ways to reduce fees in a 401(k)?Should you move your 401(k) elsewhere?How can your overall retirement strategy be improved?Timestamps: 00:00 - Introduction 1:45 - Listener Question 3:23 - 401(k) Hidden Fees 7:52 - Gaining More Control 9:45 - Investment Options 13:40 - Clunky Planning 17:03 - After-Tax Contributions 21:05 - Net Unrealiz...
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What Should You Do With Your 401k When You Retire?
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