Get free help with your 401(k) Rollover to an IRA with Capitalize: When you leave a job, whether to retire, take another job, or leave the workplace for a time, an important question is what to do with your 401(k), 403(b) or other workplace retirement plan. In this video we walk through the three primary options: 1. Leave it with your former employer, 2. Transfer it to your new employer's 401(k), or 3. Roll it over to an IRA We'll discuss the pros and cons of each option, along with some advanced strategies to consider. Join the newsletter: ———————————— Video Resources ———————————— Capitalize: IRS Exceptions to 10% Penalty: Age 55 Exception: Still working exception to RMD: Roth IRA 5-year Rule: ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): Personal Capital (Investment Tracking, retirement planning ): New Retirement (Retirement Planner): Stock Rover: M1 Finance $30 Bonus (IRA & Taxable Accounts): ———————————— Cr...
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 :)