When Should I Rollover My 401k?

<p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> We want to be as efficient as possible with our retirement accounts to give us the best chance to grow our money and provide the income we need for retirement. That’s why many people ask about rollovers and whether it makes sense to do that with their 401k. Let’s talk about who might and might not benefit from a rollover and the options you have for your old 401k accounts.</span></p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;">  </span></strong></p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> Here’s what you can expect to learn in this episode:</span></strong></p> <ul> <li class="Body"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> The different qualifying events that usually make people consider the rollover.</span></li> <li class="Body"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> Why would you want to do a rollover in the first place?</span></li> <li class="Body"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> Assuming you’re eligible, why wouldn’t you want to roll the money over?</span></li> <li class="Body"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> What option do you have if you want to retire before 59 and a half if you don’t want to move all the money out of your 401k.</span></li> <li class="Body"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> Th