Rolling Over Your 401k: Avoiding Costly Mistakes

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Just Don't Lose The Money Podcast

Rubino & Liang Wealth Partners

29 episodes

5 days ago

Welcome to The Just Don't Lose The Money podcast, powered by Rubino & Liang Wealth Partners. The financial advisors of Rubino & Liang are devoted entirely to the financial needs and challenges of retirees and those nearing retirement. Tune in weekly for actionable insights on personal finance, retirement planning, tax strategies, and much more! Learn more about how Rubino & Liang Wealth Partners can help you reach your retirement goals at https://justdontlosethemoney.com

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Rolling Over Your 401k: Avoiding Costly Mistakes

Just Don't Lose The Money Podcast

16 minutes

7 months ago

Rolling Over Your 401k: Avoiding Costly Mistakes

Navigating retirement can be complex, particularly when it comes to managing your 401k. This episode of "Just Don't Lose the Money" delves into the pros and cons of leaving your money in a former employer's plan versus rolling it into a personal IRA. Learn about common mistakes, tax implications, and how to make informed decisions to ensure your savings last throughout your retirement years.