401(k) Rollovers, Private Equity, and Roth Conversions
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401(k) Rollovers, Private Equity, and Roth Conversions
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What should you do with a 401(k) after leaving an employer? Should private equity be included in workplace retirement plans? And when does a Roth conversion deserve consideration?
In this episode of Upticks, Jake and Cory discuss three financial decisions that are often treated as automatic answers. They explain why each choice should instead be evaluated within the context of an individual financial plan, including investment strategy, access to retirement funds, taxes, liquidity, and long-term goals.
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Email Luke → luke@falconwealthadvisors.com
Watch clips of this episode on YouTube
https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4
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#401k #retirementplanning #rothconversion #privateequity #uptickspodcast