My Old Retirement Plan
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 4 December 2018
⏱️ 6 minutes
🔗️ Recording | iTunes | RSS
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Summary
You started a new job but still have a 401(k) with the old employer. What should you do with it? Roll it into the new plan? Leave it where it is? Roll it into a rollover IRA? That's what we're discussing on the latest bonus call with Molly. Have a money question? Email me here. “Better Off” is sponsored by Betterment. We love feedback so please leave us a rating or review in Apple Podcasts. "Better Off" theme music is by Joel Goodman, www.joelgoodman.com. Connect with me at these places for all my content: http://www.jillonmoney.com/ https://twitter.com/jillonmoney https://www.facebook.com/JillonMoney https://www.instagram.com/jillonmoney/ https://www.youtube.com/c/JillSchlesinger https://www.linkedin.com/in/jillonmoney/ http://www.stitcher.com/podcast/jill-on-money https://apple.co/2pmVi50
Transcript
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| 0:00.0 | Welcome to the Better Off Bonus Call of the Week. |
| 0:05.8 | We're sponsored by Betterment, the largest independent online financial advisor. |
| 0:11.2 | You know when you're just wiling away the hours at work and you're very focused on the task at hand but then something pops in your head like, |
| 0:19.0 | I haven't rebalanced my portfolio in a while. What should I do? |
| 0:23.6 | When you have that moment, email us. |
| 0:25.9 | Ask Jill at Jill on money. |
| 0:28.2 | We will arrange to get you on the air. |
| 0:30.8 | That is what Molly did. |
| 0:32.0 | She is calling from the Bay Area. Hello Molly welcome to the program. |
| 0:36.1 | Hi, thanks for having me. I wrote in about one |
| 0:43.0 | I may have a different question to ask. |
| 0:45.0 | All right. |
| 0:46.0 | I'm sure which one to ask. |
| 0:47.0 | You go do them both, girl, let's go. |
| 0:49.0 | Oh, nice. |
| 0:50.0 | Awesome. |
| 0:51.0 | Okay, so my first one is about 401k rollovers. I always thought that you should just, you know, I recently got a new job and so now I have to deal with my old 401k and from my previous job and roll it over somewhere. |
| 1:07.6 | And I just assume that I should roll it over to my new one. |
| 1:11.0 | I was just wondering what your thoughts are on that. Should I roll it over to my current job or something else? |
| 1:16.1 | Where is the current jobs 401k? What investment management firm has it? |
| 1:28.2 | The login is through fidelity. Oh, all right. I think I have a target date fund. How much money are we talking about Molly? |
| 1:33.0 | In my old one? |
... |
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