In this video I explain the process of a 401k rollover to IRA. It isn't difficult, it just might be new to you. Take your time, take some notes, do sufficient research, and execute. The whole process shouldn't take more than 3-4 weeks between the time of initiating the rollover to the funds being settled into your Traditional IRA and ready for you to invest. However, if you're able to get the funds wired/transferred over instead of the old, snail mail style then it will be faster.
Investopedia 401k rollover: www.investopedia.com/articles...
IRS rollover info: www.irs.gov/retirement-plans/...
Hope you found a nugget or two in this one. Cheers!
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Music: Epidemic Sound - I Wanna Go Down (Instrumental Version)
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ABOUT ME 👇
I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.
My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.
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DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
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3 июл 2023
