• Episode #17 - What should you do with that old 401k?

  • 2021/09/17
  • 再生時間: 1 時間 17 分
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Episode #17 - What should you do with that old 401k?

  • サマリー

  • Have an old 401k from a previous employer? Wondering what to do with it?

    In episode 17, we're discussing what your options are for your old 401k.

    Kyle hops on the mic with Financial Advisor, Ethan Hutcheson, AAMS® of Metcalf Partners Wealth Management and they discuss:

    1. What exactly is a 401k
    2. What are your options when you change employers
    3. The pros and cons of those options
    4. Unique situations to consider
    5. Their typical preferences for old 401k accounts

    There are important things to consider like taxes and your income when deciding what to do with that old 401k (or 403b, or TSP).

    Before they dive into the topic, they discuss their favorite memories from K-State (pretty epic), good books you should check out, sports they wish they would have tried (apparently there are only two places in the U.S. where Kyle can try it out), and.... poop. Yep, we said it, poop.

    Don't flench because you don't want to miss this!

    To skip the fluff, go to the 30:30 mark. However, it's not advised! 

     

    Resources:

    Backdoor Roth IRA and the Aggregation Rule,

    IRA & Roth IRA Limits 2021,

    WellnessForTheWin,

    WellnessForTheWin Instagram,

    The Bitcoin Standard (book),

    Fortitude: American Resilience in the Era of Outrage by Dan Crenshaw (book),

    Apocalypse Never: Why Environmental Alarmism Hurst Us All by Michael Shellenberger (book),

    Josh Hutcherson,

    The Reformed Financial Advisor Podcast - "How Should Patrick Mahomes Invest His $503 Million Contract?",

    Glenn Gronkowski,

    Where can you bobsled in the US?,

    Episode #10 - "What the hell is a Financial Planner?",

    Unemployment Rate & Statistics (Aug. 2021),

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あらすじ・解説

Have an old 401k from a previous employer? Wondering what to do with it?

In episode 17, we're discussing what your options are for your old 401k.

Kyle hops on the mic with Financial Advisor, Ethan Hutcheson, AAMS® of Metcalf Partners Wealth Management and they discuss:

  1. What exactly is a 401k
  2. What are your options when you change employers
  3. The pros and cons of those options
  4. Unique situations to consider
  5. Their typical preferences for old 401k accounts

There are important things to consider like taxes and your income when deciding what to do with that old 401k (or 403b, or TSP).

Before they dive into the topic, they discuss their favorite memories from K-State (pretty epic), good books you should check out, sports they wish they would have tried (apparently there are only two places in the U.S. where Kyle can try it out), and.... poop. Yep, we said it, poop.

Don't flench because you don't want to miss this!

To skip the fluff, go to the 30:30 mark. However, it's not advised! 

 

Resources:

Backdoor Roth IRA and the Aggregation Rule,

IRA & Roth IRA Limits 2021,

WellnessForTheWin,

WellnessForTheWin Instagram,

The Bitcoin Standard (book),

Fortitude: American Resilience in the Era of Outrage by Dan Crenshaw (book),

Apocalypse Never: Why Environmental Alarmism Hurst Us All by Michael Shellenberger (book),

Josh Hutcherson,

The Reformed Financial Advisor Podcast - "How Should Patrick Mahomes Invest His $503 Million Contract?",

Glenn Gronkowski,

Where can you bobsled in the US?,

Episode #10 - "What the hell is a Financial Planner?",

Unemployment Rate & Statistics (Aug. 2021),

Episode #17 - What should you do with that old 401k?に寄せられたリスナーの声

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