Retiring From Speedway Podcast: Episode 6 | Rolling Over 401k Tips & Tricks
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Retiring From Speedway Podcast: Episode 6 | Rolling Over 401k Tips & Tricks
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Rolling over your 401(k) is relatively simple, but they are a lot of things that can go wrong and trigger taxes and penalties. Rob walks you through the most 'fool-proof' approach to rolling over your 401(k), how to avoid double-taxation on your retirement funds, and 2 special provisions in the tax code that allow you to take better control of your $ and convert employer stock to a potentially lower tax rate. Even if you're a few years from retirement, this is a must-listen episode!
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