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Episodes
Friday May 12, 2017
Friday May 12, 2017
Podcast Details:
Podcast Title: The Infamous 401(k) Rollover: The Why and The How
Podcast Series: Financial Literacy Boot Camp
Video and illustrations available on our YouTube channel here.
Powerpoint Slides
Questions/Issues We’ll Address on this Episode:
* There are two buckets of money…qualified or non-qualified (5:00)
* What is a 401(k)? (6:00)
* Is it mine? (6:35)
* Can I roll this into my new employer’s plan? (10:35)
* Can I still participate in my former employer’s plan? (11:30)
* How should I invest my 401(k)? (12:33)
* What is an IRA? (15:35)
* Why would I want to rollover my 401(k)? (17:00)
* The steps to a 401(k) Rollover (19:00)
#financialliteracy #
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