Should You Roll Over Your 401(k)? Fortegic CEO, Joe Clark, Tells You What You Need to Know.

Should You Roll Over Your 401(k)? Fortegic CEO, Joe Clark, Tells You What You Need to Know.

- in Featured, Retirement, Taxes, US News
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Today we’re talking about retirement and how, as you approach it or change jobs, deciding what to do with your 401(k) can have long-term implications for taxes, investment flexibility, fees, and even income planning. A rollover may offer new opportunities, but it can also introduce trade-offs that are not always obvious. Joining us is Joe Clark, president and CEO of Fortegic, to discuss the pros and cons of rolling a 401(k) into an IRA and what investors should consider before making a decision. Learn more from Joe: https://fortegic.com/who-we-are/joe-c…

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