When Should I Do a 401k Rollover?

It’s a common question that people ask about their financial planning—when should I do a 401k rollover? You’ve probably heard that it’s usually best to move money out of an old 401k account, but does the timing matter?

In this episode, we’ll talk about the qualifying events that need to occur in order to give you the option for a 401k rollover. Then we’ll tell you about the four main options you have once you reach the point where you could roll the money over. Finally, we’re going to discuss some reasons why you would choose one of these options over another.