401k Plan

Episode 65: Forced into Retirement – Part 3: When to Take My Pension and 401k. Should I Leave it or Roll it to an IRA?

Jun 29, 2020

Nate discusses chapters 5 & 6 of his newest book, Forced Into Retirement.

Here are just a handful of the things that we'll discuss:

  • What is a pension plan?
  • Single payout versus lump sum
  • Joint payout options (spousal)
  • What happens at age 59 ½?
  • 5 Different types of investment funds

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