The Cost of Mistakes in Rolling Over 401k to IRA

  Рет қаралды 9

Abich Financial Services

Abich Financial Services

Күн бұрын

Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains.
Another theme Abe touches on is the need for consolidation and planning in the retirement phase, as many people accumulate multiple accounts and face decisions regarding pensions, social security, and insurance policies. The conversation also touches on economic indicators of a potential recession and the importance of adjusting investment strategies as retirement approaches.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com (abichfinancial...) today!
See omnystudio.com/listener (omnystudio.com...) for privacy information.

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