• S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

  • Jun 27 2024
  • Duración: 15 m
  • Podcast

S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off? Por arte de portada

S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

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  • Resumen

  • In this episode of the Great Retirement Debate, Ed and Jeff discuss the next steps with company plans in the case of a layoff.

    On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner.

    Tune in for new episodes every other Thursday!

    Ed Slott, CPA
    Ed Slott and Company
    irahelp.com
    ----------------------------------------
    Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
    Buckingham Strategic Wealth
    buckinghamstrategicwealth.com


    Action Rock by LesFM | https://lesfm.net/motivational-background-music/
    Music promoted by https://www.chosic.com/free-music/all/
    Creative Commons CC BY 3.0
    https://creativecommons.org/licenses/by/3.0/
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