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S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?
Season 2 · Episode 6

S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

The Great Retirement Debate with Ed Slott & Jeffrey Levine

June 27, 202414m 38s

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Show Notes

In this episode of the Great Retirement Debate, Ed and Jeff discuss the next steps with company plans in the case of a layoff. 

On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner.

Tune in for new episodes every other Thursday!

Ed Slott, CPA
Ed Slott and Company
irahelp.com
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Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Buckingham Strategic Wealth
buckinghamstrategicwealth.com


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