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
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