Old Retirement Plan Options
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 9 December 2022
⏱️ 14 minutes
🧾️ Download transcript
Summary
I'm switching jobs and wondering if it would be better to roll over my old 401(k) (mostly Roth) to my new company's 401(k) or to the existing Roth and Traditional IRA accounts that I already have in place at Schwab?
Have a money question? Email us, ask jill [at] jill on money dot com.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill On Money Show. It's Friday, December 9th, a very special day in Jill on Moneyland because it's my birthday, which I probably should not announce to the world. But I am. So happy birthday to me. Want to wish me a happy birthday, Mark? |
| 0:15.7 | I wish the year was sitting next to me. He would love to sing happy birthday. But yes, happy, happy birthday. It's been a pretty crappy year, so I hope you have a good day. No, it's been just a crappy four |
| 0:24.9 | months, not a crappy year. Only four months. Feels longer. Oh, my God, to me as well. |
| 0:32.6 | I definitely feel like it has been longer. Well, this is the program that takes the mystery out of your |
| 0:38.5 | financial life. And this is a show that's about you, not me. So I want to make sure that we get to |
| 0:44.3 | your questions. If you have some, something's conjured up in your brain. Why not go to the website, |
| 0:50.9 | jillunmoney.com. There you can click on the contact us button. |
| 0:55.9 | And if you want to join us, there's a little box at the end of your form and it's, |
| 1:00.0 | you click the box and Mark will take care of everything else. |
| 1:02.8 | Now, while you're on the website, here's something very exciting. |
| 1:06.8 | You can pre-order the new book. |
| 1:09.4 | It's coming out soon. |
| 1:11.0 | Just weeks away. It's called out soon. Just weeks away. |
| 1:12.4 | It's called The Great Money Reset. |
| 1:14.7 | And The Great Money Reset is my new book that's really based on conversations with you guys. |
| 1:19.1 | You've inspired this. |
| 1:20.6 | So it's called The Great Money Reset, Change Your Work, Change Your Wealth, Change Your Life. |
| 1:26.3 | And if you pre-order it right now, you'll get a spot at our live online webinar, which |
| 1:33.0 | will be taking place in February, the first week of February. |
| 1:35.7 | You'll also get a signed bookplate for each pre-order that you make. |
| 1:40.9 | So you can do this. |
| 1:41.8 | It's so great and easy to do. |
... |
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