Episode 67: Susan asks: “Should I be moving money out of my 401(k) now that I’m retired?”

Susan has recently retired and is unsure what to do with her old employer 401(k). This question explores rollover decisions, investment flexibility, required minimum distributions, beneficiary planning, and how the right structure can simplify income and tax planning in retirement. Get on our phone calendar at https://TuckerRetirement.com.
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