What to Do With Your Old 401(K)
May 26, 2020•20 min•Season 2Ep. 1
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Episode description
In this episode, I cover What To Do With Old 401(k).
In addition to your normal options, you'll also find some new rules and strategies as a result of COVID-19. Most are for 2020 only though so be sure to listen to the end.
- First, you need to find your old 401(k).
- Then evaluate it: expense ratio, site usability,
- Keep it where it’s at?
- Roll it into an IRA (more control)?
- Roll into new 401(k)?
- Cash Out? Taxes, Penalties
- Special COVID Rules for 2020
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