Published On Feb 7, 2023
In this episode of Ready for Retirement, James discusses what you should do with your 401(k) when you retire.
Questions Answered:
What are the best ways to reduce fees in a 401(k)?
Should you move your 401(k) elsewhere?
How can your overall retirement strategy be improved?
Timestamps:
00:00 - Introduction
1:45 - Listener Question
3:23 - 401(k) Hidden Fees
7:52 - Gaining More Control
9:45 - Investment Options
13:40 - Clunky Planning
17:03 - After-Tax Contributions
21:05 - Net Unrealized Appreciation
24:02 - Tax Treatment
26:08 - Age Importance
29:50 - Working With Us
Learn the tips & strategies to get the most out of life with your money.
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