What Should You Do With Your 401(k) When You Retire?
Why “Set It and Forget It” Could Cost You in Retirement For many retirees, the 401(k) becomes the largest single asset in their portfolio, yet it’s often the most neglected. After years of automatic contributions and hands-off management, it’s easy to assume that this account will simply carry you through retirement. But the truth is, […]
What Should You Do with Your 401(k) When You Retire? [Ep. 181]
Your 401(k) could be your largest retirement asset, but are you making the most of it? In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, shares the essential steps to take with your 401(k) as you approach retirement. From rollover decisions and Roth conversions to income generation and estate planning, Larry covers the strategies […]