In this video, Colin Exelby, CFP® will discuss the pros and cons of an In-Service 401(k) Rollover while shedding light on a valuable strategy for individuals who may not have changed jobs but are seeking greater control over their retirement savings.. Consolidating 401(k) accounts with an In-Service Rollover into a single IRA can simplify your financial life, making it easier to manage and track your retirement savings. It can be a powerful tool for increasing control over your retirement savings, but it's important to understand the advantages and disadvantages before deciding if it's right for you. ★☆★ 401k Loans Explained (You Should Take them More Often Than You May Think) ★☆★ ★☆★ Free 401(k) Rollover Checklist ★☆★ #1: ★☆★ Rocket Money (originally called as TrueBill) ★☆★ #2: ★☆★Personal Capital ★☆★ OTHER RESOURCES ★☆★ Financial Freedom 2023: How to Create a Tax-Free Retirement Income ★☆★ ★☆★ How to Create a 💯 % Tax-Free Retirement Income PLAY
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)