What Should You Do with Your 401k When You Retire?

What should you do with your 401(k) when you retire—and what should you avoid? From tax traps and Roth conversions to income planning and investment flexibility, they walk through a four-step framework to help you make smarter, more confident 401k retirement decisions. With real-world examples and practical insights, this episode helps you protect your hard-earned nest egg. --------------- Complimentary 'Retiring Right' ebook: https://bit.ly/3I7UwSF   Subscribe to our weekly newsletter: https://bit.ly/43RcVve   Contact our team: https://bit.ly/43wksOJ   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™ https://www.facebook.com/jake.falcon.524          https://www.instagram.com/jake_falcon_crpc/?hl=en            https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors      #401k #retirementplanning #rothconversion #financialfreedom #taxstrategy #retirementsavings #investmentplanning #rollover401k #personalfinance #wealthmanagement