Today’s show is about rollover options and protecting your cognitive health.
There are six options to consider when rolling over your qualified account and a few things to remember before doing so. You can do an IRA rollover, leave it in the company plan, roll it into a the new company’s plan, do a lump-sum distribution, or do a Roth conversion or an in-plan Roth conversion.
In this episode of The Chris Berry Show, I’ll talk about the six rollover options you have, and Lynn Breuer will share about Mind University and some ways to protect your cognitive health as you age.
In this episode, you’ll learn...
- Chris’ positive focus for the week.
- When to do a rollover in a qualified account and the six options you have.
- The first option and its advantages: The IRA rollover.
- The second option and its advantages: Leave it in the company plan.
- The third option: Roll old plans into the new company’s plan.
- The fourth option: Do a lump sum distribution.
- The fifth option: Do A Roth conversion.
- The sixth option: An in-plan Roth conversion.
- What to consider when assessing your rollover options.
- About Mind University, a cognitive wellness initiative.
- About normal age-related cognitive changes.
- The things we can do to fight against cognitive decline and maximize neuroplasticity.
- How to expand the life of your stem cells and manage stress.
- The healthy lifestyle factors that’ll protect our brain.
- What mind aerobics exercises can do for you long-term.
- The six domains of the brain that are addressed in the mind aerobics classes.
Links & Resources
CJBerryGroup.com
TheChrisBerryShow.com
Michiganestateplanning.com
Register for one of our free estate & asset protection workshops
Mind University & Phone Number: (248)788-MIND
Follow us on Social Media
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LinkedIn: www.linkedin.com/in/christopherjberry
