How to Do a 401(k) Rollover and Stop Leaving Money on the Table

Written By Allegra Grosek
 

Ever wondered how to do a 401(k) rollover?

Many people leave jobs and forget about their retirement plans: leaving 24.3 million 401(k) plans totaling $1.35 trillion in assets on the table.

Knowing how to handle your “old” 401(k) plans is key to making sure your retirement funds can keep growing without interruption.

What you’ll learn:

  • How much a forgotten 401(k) could be costing you

  • Why rolling over your 401(k) matters

  • How to complete a 401(k) rollover (it’s easier than you think!)

Featured in this episode:

  • Roll over your 401(k) with Capitilize for FREE here

  • Download our FREE financial framework workbook

  • Learn more about the Wealth Circle

WATCH THE VIDEO

LISTEN TO THIS EPISODE OF COFFEE & COIN

Love Coffee & Coin?

 
Allegra Grosek
Previous

How to Build a Rental Property for Less Than You Think
Next

March Round-Up: Bank Failures and Another Year without a Shrinking Pay Gap