In this week’s episode of Retirement Income Source, hosts, David Scranton and Sarah Samuels, discuss a decision many face in their lifetime: whether or not to leave their money in a 401(k) or roll it over to an IRA upon retirement.
Catch up with David and Sarah as they discuss the taxes and fees involved in this transaction, the limitations of a 401(k) and the intrigue of a 403(b), and the importance of shifting from a total return mindset to an income-first focus upon retirement.