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Answering Your Questions: Should I Roll Old 401(k)s Into An IRA? Thumbnail

Answering Your Questions: Should I Roll Old 401(k)s Into An IRA?

This week, we’re answering a question from one of our listeners, Patrick. He wonders whether he should consolidate his two old 401(k) accounts into his current employer's 401(k) or roll them over into an individual IRA.

Ultimately, the decision to consolidate your old 401(k)s into your current employer's plan or an IRA depends on your need for control and the specific investment options you seek. However, this conversation with Charles will give you some important items to consider. When it comes to making decisions like these, it’s important to ensure you’re working with a financial professional who is acting in your best interest!


Here’s some of what we discuss in this episode:

0:00 – Intro

0:30 – Email question

1:22 – Rolling over 401k accounts into an IRA

3:44 – Control in retirement planning


Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.


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