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Mr. Stillman's OpusAuthor: John Stillman
Financial and retirement guidance from John Stillman, founder of Rosewood Wealth Management. Serving Durham, Chapel Hill, and the rest of the Triangle. Make sure your finances are designed to deliver you a harmonious retirement. Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Should You Roll Over Your 401(k)?
Episode 133
Friday, 20 March, 2026
Ready to grow your wealth with confidence? Let’s talk! 👉 https://www.rosewoodwealthmanagement.com/schedule-an-appointment ☎️ 919-391-3446 When you leave a job, one of the biggest financial questions you face is what to do with your old 401(k). Should you roll it into an IRA? Leave it where it is? Or move it somewhere else entirely? The answer isn’t always obvious, and like most financial decisions, the right move depends on your unique situation. Today, John walks through the real-world considerations behind a 401(k) rollover and helps simplify a decision that often gets overcomplicated. Here’s what we discuss in this episode: 🔄 Rollover Benefits and Flexibility 📋 Conditions for Rolling Over 401(k) to an IRA 💵 Comparing Costs and Administrative Fees 🧭 Planning and Investment Strategies
