Should You Rollover Your 401k?

An episode of the Dollars With Dennis podcast, hosted by Dennis Horr, titled "Should You Rollover Your 401k?" was published on April 24, 2025 and runs 9 minutes.

April 24, 2025 ·9m · Dollars With Dennis

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Summary

Rolling over a 401(k) can be a smart move, but it has to be done the right way. In this episode, Dennis shares the key decisions and risks that come with moving your old retirement accounts into an IRA. He explains when a rollover makes sense, what tax traps to avoid, and how to personalize your investment strategy once the transfer is complete. Here’s some of what we discuss in this episode: 💼 When a 401(k) rollover makes sense 💸 What tax mistake to avoid at all costs 📈 How IRA options offer...

Episode Description

Rolling over a 401(k) can be a smart move, but it has to be done the right way. In this episode, Dennis shares the key decisions and risks that come with moving your old retirement accounts into an IRA. He explains when a rollover makes sense, what tax traps to avoid, and how to personalize your investment strategy once the transfer is complete.

Here’s some of what we discuss in this episode:

💼 When a 401(k) rollover makes sense

💸 What tax mistake to avoid at all costs

📈 How IRA options offer more flexibility

📊 In-service rollovers after 59½ explained

🧭 Building a personalized income strategy after the rollover

Our website: https://www.401k.faith

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Contact our team: https://www.faith401kmgmt.com/contact_us/

Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/

Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/

Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm

Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/

Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g

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LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/

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