When and how is the best way to do a 401(k) rollover? Eric discusses the benefits and details of doing a rollover.
Read and learn more: https://petersonfg.com/should-you-do-a-401k-rollover/
What we discuss:
0:47 - What are the main benefits of rolling an old 401(k) into an IRA?
5:41 - What are the tax implications of doing rollovers?
7:09 - Can you do a rollover while still working at that company?
9:06 - How do you know where to transfer it?
