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79. Take Your 401(k) With You
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Malcolm Ethridge द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Malcolm Ethridge या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their company’s stock inside the plan.
Resources:
- Changing Jobs? You May Want to Take Your 401(k) With You
- Own Company Stock Inside Your 401(k)? Here’s Something to Be Aware Of
- How to Avoid an IRA Rollover Mistake
Malcolm Ethridge Discusses:
- Why he believes you should always take your 401(k) with you when you change jobs (with one exception)
- The difference between a direct vs an indirect rollover
- Something to consider if you own company stock inside your 401(k)
- What can happen to the after-tax money you’ve contributed to your plan if you’re not careful.
Connect with Malcolm:
- The Tech Money Podcast
- LinkedIn: Malcolm Ethridge
- Connect with Malcolm
- @MalcolmOnMoney
Mentioned in this episode:
Capital Area Tax Consultants - www.capgllc.com
Capital Area Tax Consultants - www.capgllc.com
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