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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more.

If you have any questions, call 502-253-9366, email or visit online for more information.

  1. All Episodes
  2. Ep 13: What You Need to Know About 401(k) Rollovers

Ep 13: What You Need to Know About 401(k) Rollovers

Oct 28, 2021

When you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.   

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-13-401k-rollovers/

 

What we discuss in this episode: 

0:42 - Troy just moved into a new home!

1:36 - Let’s talk 401(k) rollovers.

5:43 - How does the rollover fit into your retirement plan?

9:49 - Should you do a rollover before you leave your company?

14:35 - What do we invest in?