Ready For Retirement

What Should You Do With Your 401k When You Retire?

February 07, 2023 James Conole, CFP® Episode 149
Ready For Retirement
What Should You Do With Your 401k When You Retire?
Show Notes

In this episode of Ready for Retirement, James discusses what you should do with your 401(k) when you retire.

Questions Answered: 

  • What are the best ways to reduce fees in a 401(k)?
  • Should you move your 401(k) elsewhere?
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
1:45 - Listener Question
3:23 - 401(k) Hidden Fees
7:52 - Gaining More Control
9:45 - Investment Options
13:40 - Clunky Planning
17:03 - After-Tax Contributions
21:05 - Net Unrealized Appreciation
24:02 - Tax Treatment
26:08 - Age Importance
29:50 - Working With Us

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