Latest / Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
What To Do With a Forgotten 401(k)
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A forgotten 401(k) can create more problems than people realize. In this episode, Tad and the team walk through what happens when you leave old retirement accounts behind- and why confusion around rollovers, taxes, and required minimum distributions is so common. They break down the rules in plain English, explain how rollovers can be done without triggering taxes, and share examples of how disorganization can lead to unnecessary stress in retirement.
The…
The skinny
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