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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

401K Rollovers with Roth and Traditional Funds

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Real Estate, Education, Investing, Self-improvement, Business, Money

4.6858 Ratings

🗓️ 15 November 2020

⏱️ 15 minutes

🧾️ Download transcript

Summary

On this episode of DIY Money, Quint and Daniel discuss what you need to know before rolling over a 401K with both Roth and Traditional funds.

Transcript

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0:00.0

Hey there, this is Daniel. Thanks for listening to DIY Money. Now, if you haven't already, be sure to give us a five-star review so your friends know that this is a show that they can learn from. Follow us on Instagram at DIY.money. Now, enjoy this episode.

0:21.7

Welcome back, ladies and gentlemen, and you're listening to another edition of

0:25.3

DIY money.

0:27.1

Yeah, DIY money.

0:28.0

Quite a few new listeners.

0:30.4

Yeah.

0:30.9

Wow.

0:32.0

Keep telling your friends.

0:33.5

What are we going to do?

0:34.1

We need to do something special for the holidays.

0:35.9

Something's coming up.

0:36.9

I told all five of mine.

0:37.9

Twelve days of Christmas.

0:40.4

What are we going to do?

0:42.6

Let's think about that.

0:43.9

What are we doing for what?

0:44.9

Christmas.

0:46.0

Holidays coming up.

0:47.6

We got to do some kind of thing.

0:48.7

Probably.

0:49.3

This is our second full year.

0:51.6

I just made that up.

...

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