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?