#retirementplanning #incomeplan #401k

What should I do with my 401k when I retire? This is a question we got recently and it’s a great and important one.

You’ve been saving into your 401k throughout your working years and now the time has come to retire. This 401k account will likely be your most valuable asset and you’ll soon be cutting checks out of that 401k to create income.

Just because it’s invested where it’s at doesn’t mean it is being managed for you. That responsibility often falls onto your shoulders. So we want to talk a little about the three options of what you can do with your 401k and where you can put that 401k money and investments after retirement. Plus, we’ll make sure you’re aware of some of the tax considerations that come along with all of these options.

When handled properly, you can continue on with tax-deferred growth and put yourself in an optimal position for retirement.

Here's what we cover in this financial video:
0:00 – Intro
1:47 – Option 1: Leave it at your current 401k provider
6:32 – Option 2: Take a lump sum
8:28 – Option 3: 401K Rollover to an IRA

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1810972 - 05/23
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