Is Rolling Over Your 401(k) to an IRA Actually a Good Idea?
12/17/24 • 14 min
1 Listener
The uncertainty around higher taxes continues as Trump expresses his desire to extend his own tax cuts beyond 2025. But how long will these historically low tax brackets stick around with US debt being out of control? In this episode, Abe Abich discusses what we should be thinking about before making the decision for a rollover, including the overall process, tax implications that come with it, and the various options to consider.
Ready to see if a 401k Rollover is right for you? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
The uncertainty around higher taxes continues as Trump expresses his desire to extend his own tax cuts beyond 2025. But how long will these historically low tax brackets stick around with US debt being out of control? In this episode, Abe Abich discusses what we should be thinking about before making the decision for a rollover, including the overall process, tax implications that come with it, and the various options to consider.
Ready to see if a 401k Rollover is right for you? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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Shaping Loudoun County’s Future: An Exclusive Interview with Buddy Rizer
Buddy Rizer, the Executive Director of Loudoun Economic Development, discusses leveraging Metro opportunities in northern Virginia, preserving Western Loudon, and maintaining the suburban balance to enhance business and residential life. He highlights the county's impressive evolution, from the development of the airport to becoming an internet hub with AOL. Addressing housing challenges, Buddy emphasizes investment in affordable housing and community building, ensuring that retirees and residents can continue to thrive.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
Next Episode
The 3 Phases to Funding Your Retirement
Justin Dobak, Financial Advisor at Abich Financial Services, shares his upbringing and story of how he became a financial advisor and why planning for retirement is essential. He discusses each phase of life and what people need to be focused on in each stage when it comes to saving for retirement.
Justin also touches on other factors to consider when planning for retirement, such as budgeting, income sources, long-term care, and taking advantage of various financial tools to maximize savings.
Ready to begin building your retirement plan? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!
See omnystudio.com/listener for privacy information.
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