"So I Have This Old 401k...?"

February 13, 2023 – In today's Lifetime Planning episode, Aaron Wiegman and Josh Nunn discuss what options you have for a 401k that may be from another company you are no longer with. For example, do you have a full vested interest in the funds based on any company matches? How are those impacted if you are no longer with the firm? Did you take out any loans against the 401k and, if so, can it be rolled over to a new one? What sort of strategies can I use for taxation purposes on the use of a 401k? Listen in as we discuss all these questions and more.

To speak with any of our advisors or wealth managers, feel free to Contact Us online or give us a call at (888) 486-3939.

Stay ahead of the news! Subscribe to our premium weekday podcast

Financial Sense Wealth Management: Invest With Us
apple podcast