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cover of episode What Should You Do With Your 401k When You Retire?

What Should You Do With Your 401k When You Retire?

2023/2/7
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

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 Question3:23 - 401(k) Hidden Fees7:52 - Gaining More Control9:45 - Investment Options13:40 - Clunky Planning17:03 - After-Tax Contributions21:05 - Net Unrealized Appreciation24:02 - Tax Treatment26:08 - Age Importance29:50 - Working With Us

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