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EPISODE · May 26, 2020 · 20 MIN

What to Do With Your Old 401(K)

from Techie Personal Finance Bootcamp · host Lucas Casarez CFP®

In this episode, I cover What To Do With Old 401(k).In addition to your normal options, you'll also find some new rules and strategies as a result of COVID-19. Most are for 2020 only though so be sure to listen to the end.First, you need to find your old 401(k). Then evaluate it: expense ratio, site usability, Keep it where it’s at?Roll it into an IRA (more control)?Roll into new 401(k)?Cash Out? Taxes, PenaltiesSpecial COVID Rules for 2020

Episode metadata supplied by the publisher feed · Published May 26, 2020

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What to Do With Your Old 401(K)

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