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401k Rollover Now Is The Time

Your 401(k) May Have Been the Right Tool to Grow Your Savings, but is it the Best Option for Generating Retirement Income?

In this episode of Retirement Income Source, hosts David Scranton and Sarah Samuels explain why so many retirees are choosing to roll their 401(k)s into IRAs, especially in light of the new One Big Beautiful Bill Act. From Roth conversion opportunities to lower fees, greater flexibility, and more income-generating choices, they reveal the five big reasons smart investors are making the switch.