Episode 9: Roll It or Leave It?
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Episode 9: Roll It or Leave It?
-
Narrated by:
-
Written by:
About this listen
In this episode of 'Service to Savings,' hosts Joseph Brown and Greg Young discuss financial strategies for managing old 457 plans and the benefits of rolling them into Thrift Savings Plans (TSP) or IRAs. They explore the pros and cons of different investment options, including the importance of diversification and the potential for Roth IRA conversions. The conversation also touches on the significance of low-cost index funds and the value of long-term financial planning.
Takeaways
- Consider rolling old 457 plans into a Thrift Savings Plan for simplicity and low costs.
- Avoid leaving old 457 plans unattended due to potential high fees and forgetfulness.
- Long-term financial planning is crucial for building wealth.
- Behavioral finance plays a role in investment decisions and outcomes.
adbl_web_anon_alc_button_suppression_c
No reviews yet