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Contenuto fornito da Malcolm Ethridge. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Malcolm Ethridge o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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79. Take Your 401(k) With You

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Manage episode 363553488 series 2907547
Contenuto fornito da Malcolm Ethridge. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Malcolm Ethridge o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their company’s stock inside the plan.

Resources:


Malcolm Ethridge Discusses:

  • Why he believes you should always take your 401(k) with you when you change jobs (with one exception)
  • The difference between a direct vs an indirect rollover
  • Something to consider if you own company stock inside your 401(k)
  • What can happen to the after-tax money you’ve contributed to your plan if you’re not careful.

Connect with Malcolm:


Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

  continue reading

90 episodi

Artwork
iconCondividi
 
Manage episode 363553488 series 2907547
Contenuto fornito da Malcolm Ethridge. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Malcolm Ethridge o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their company’s stock inside the plan.

Resources:


Malcolm Ethridge Discusses:

  • Why he believes you should always take your 401(k) with you when you change jobs (with one exception)
  • The difference between a direct vs an indirect rollover
  • Something to consider if you own company stock inside your 401(k)
  • What can happen to the after-tax money you’ve contributed to your plan if you’re not careful.

Connect with Malcolm:


Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

  continue reading

90 episodi

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