Chapter
Advice on Rolling Over Retirement Savings
33:33 - 38:17 (04:43)
The speaker suggests figuring out the lump sum, discussing the tax situation, and potentially rolling over to a Roth and 401k. They also discuss the importance of understanding penalties and taxes before making decisions about retirement savings. A brief mention of SmartVestor Pro is made, but no advertisement is present.
Clips
The speaker talks about her retirement savings, financial situation, and possible amount of 401k withdrawal.
33:33 - 34:53 (01:20)
Summary
The speaker talks about her retirement savings, financial situation, and possible amount of 401k withdrawal. She also mentions completing the last child's education and having a remaining car loan balance of $18,000.
ChapterAdvice on Rolling Over Retirement Savings
Episode2023 Real Estate Trends: Should You Buy a House Right Now? (Hour 1)
PodcastThe Ramsey Show
The speaker recommends rolling over the 401k into a Roth and/or a 401k to match and talks about considerations for doing so, including tax implications and penalties.
34:53 - 36:36 (01:43)
Summary
The speaker recommends rolling over the 401k into a Roth and/or a 401k to match and talks about considerations for doing so, including tax implications and penalties.
ChapterAdvice on Rolling Over Retirement Savings
Episode2023 Real Estate Trends: Should You Buy a House Right Now? (Hour 1)
PodcastThe Ramsey Show
The importance of finding a financial advisor and seeking their professional help in making important financial decisions.
36:36 - 38:17 (01:40)
Summary
The importance of finding a financial advisor and seeking their professional help in making important financial decisions. The SmartVestor Pro website is recommended as a starting point for finding a financial advisor.