December 27, 2022

Roth 401k

What should you do with your 401k when you retire? In general, retirees with a 401(k) have the following options – leave your money in the plan until you reach the required minimum distribution (RMD) age, convert the account to an Individual Retirement Account (IRA), or start payouts through lump sum distributions, installment payments, or.…

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Episode: 07-12-2022 | 401K Mistakes
Episode: 07-12-2022 | 401K Mistakes

Hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP® Dollars & Common Sense · 401K Mistakes Allison Dubreuil, Wealthway Financial Advisors:  Tonight, I wanted to talk about something that affects a lot of people and probably more and more these days as people seem to be leaving their jobs. Very often these days,…

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