• Managing Your 401k in Retirement

  • 2024/09/10
  • 再生時間： 16 分
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Managing Your 401k in Retirement

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  • Joe Yocavitch discusses retirement planning and the options for managing a 401k. He explains the pros and cons of leaving the money in a former employer's plan versus rolling it over into an IRA. Joe also highlights the importance of considering taxes in retirement planning, especially with the potential for tax increases in the future. He emphasizes the need for personalized strategies based on individual circumstances and the importance of working with a financial advisor. The conversation concludes with a reminder to focus on preserving wealth and being a resource for clients and their families.

    Ready to connect with Joe? Click here to get started.

    See omnystudio.com/listener for privacy information.
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Joe Yocavitch discusses retirement planning and the options for managing a 401k. He explains the pros and cons of leaving the money in a former employer's plan versus rolling it over into an IRA. Joe also highlights the importance of considering taxes in retirement planning, especially with the potential for tax increases in the future. He emphasizes the need for personalized strategies based on individual circumstances and the importance of working with a financial advisor. The conversation concludes with a reminder to focus on preserving wealth and being a resource for clients and their families.

Ready to connect with Joe? Click here to get started.

See omnystudio.com/listener for privacy information.
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