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Showing posts with the label 401krollover2023

Explanation of the 401k Rollover to IRA Process Offered by a Financial Advisor

In this video I explain the process of a 401k rollover to IRA. It isn't difficult, it just might be new to you. Take your time, take some notes, do sufficient research, and execute. The whole process shouldn't take more than 3-4 weeks between the time of initiating the rollover to the funds being settled into your Traditional IRA and ready for you to invest. However, if you're able to get the funds wired/transferred over instead of the old, snail mail style then it will be faster. Investopedia 401k rollover: IRS rollover info: Hope you found a nugget or two in this one. Cheers! ————— Support the channel - random referral links: ➡️ BLENDERS SUNGLASSES: Get $20 off your order of $50 or more: ➡️ Nice & affordable WATCH STRAPS from StrapsCo: ➡️ My MAGNETIC COLLAR STAYS on Amazon: ➡️ MEDICAL STUDENT LOAN REFINANCE WITH SoFi If you’re interested in lowering your student loan payments, SoFi just announced s...