What Should You Do with Your 401(k) When You Retire? (Ep. 181)
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Your 401(k) could be your largest retirement asset, but are you making the most of it?
In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, shares the essential steps to take with your 401(k) as you approach retirement. From rollover decisions and Roth conversions to income generation and estate planning, Larry covers the strategies that can help you avoid costly mistakes and keep more of what you’ve earned.
Key Topics Include:
- When to consider rolling over your 401(k) to an IRA
- How Roth conversions can reduce your lifetime tax bil
- What to know about fees, investment choices, and employer stock
- How to build a tax-efficient withdrawal strategy
- The importance of naming the right beneficiaries
- And more!
Whether you’re retiring soon or planning ahead, this episode is your guide to making smart 401(k) decisions so you can step into retirement with confidence.
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