The WorryFree Retirement® Blog

401(k) Rollover Frequently Asked Questions!

By March 26, 2020 April 8th, 2020 No Comments

As Tony always says, the 401(k) is a GREAT retirement savings tool, but a LOUSY retirement income planning tool. If you’re retired, reached age 59 1/2, retiring soon or have a 401(k) from a previous employer, you might consider rolling over that 401(k) to our process. We can show you how to use, enjoy and protect your hard-earned retirement savings – without the fear of running out of it!


401(k) FAQ: How much of my 401(k) Should I put in an annuity/keep in the stock market?


401(k) FAQ: Are annuities good or bad? How do I find out the truth?


401(k) FAQ: How old do you have to be to rollover your 401(k)?


401(k) FAQ: I’m getting an employer match on my 401(k). Should I still roll it over or can I get the best of both worlds?


401(k) FAQ: I have a friend that works at a hospital – is a 403(b) the same as a 401(k)?


401(k) FAQ: Is there a cost to roll my 401(k) over to Tony Walker Financial?

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