Should You Rollover Your Old 401(k)?
Are you making one of the most important financial decisions of your career based on a rule of thumb? Most people assume rolling over an old 401(k) into an IRA is an automatic next step, but blindly following the crowd can cause you to forfeit massive tax advantages, asset protections, and unique planning opportunities.
In this episode of Plan to Prosper, we break down the critical tradeoffs between leaving your retirement funds with a previous employer or executing a rollover. True biblical stewardship requires moving past financial autopilot and carefully analyzing your unique circumstances…
The skinny
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