WCI #249: What To Do With Old Retirement Accounts Q&A

White Coat Investor Podcast

Dr. Jim Dahle of the White Coat Investor

Medicine, Health & Fitness, Business, Investing

4.9 • 2.3K Ratings

🗓️ 10 February 2022

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode we answer your questions about old retirement accounts. What do you do with those accounts? How do you move an old 401(k) to a different custodian? Where do you save if your new employer doesn't offer a retirement plan? We also answer your questions about purchasing homes, emergency funds, laser funds, crypto savings accounts and, that constant question, what do you do when you mess up your backdoor Roth IRA. See the full show notes here https://www.whitecoatinvestor.com/old-retirement-accounts

Pearson Ravitz https://www.pearsonravitz.com/ are disability and life insurance advisors founded by and for physicians. This White Coat Investor recommended agency grew out of one MD's experience with a career-changing on-the-job injury. Today, Pearson Ravitz serves the medical community in all 50 states. At Pearson Ravitz, they help you as a doctor safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. Pearson Ravitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a Pearson Ravitz advisor.

The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!

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Transcript

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0:00.0	This is the White Code Investor Podcast, where we help those who wear the White Code get a fair shake on Wall Street.
0:06.0	We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011.
0:12.0	Here is your host, Dr. Jim Dolly.
0:18.0	This is the White Code Investor Podcast number 249, Q&A, what to do with old retirement accounts.
0:24.0	We'll start with a word from our sponsor.
0:26.0	Pearson Ravits are disability and life insurance advisors founded by and four physicians.
0:31.0	This White Code Investor recommended agency grew out of one MD's experience with a career changing on the job injury.
0:37.0	Today, Pearson Ravits serves a medical community in all 50 states.
0:40.0	At Pearson Ravits, they help you as a doctor, safeguard your most valuable asset, your income.
0:44.0	So you can protect the most important people in your life, your family.
0:47.0	Pearson Ravits makes human connections before they make quotes.
0:50.0	Go to PearsonRavits.com today to schedule your consultation with a Pearson Ravits advisor.
0:56.0	All right, it is February 10th.
0:59.0	Now we're recording this on January 29th, but when we're dropping it is February 10th.
1:03.0	And we're all at WCIcon22.
1:05.0	If you're not there, it's not too late.
1:08.0	You can still sign up because it is a hybrid conference.
1:12.0	You can attend both in person, too late by the time you're hearing this.
1:15.0	And virtually, not too late by the time you're hearing this.
1:18.0	You can actually still sign up and come.
1:21.0	Whitecodeinvestor.com slash WCIcon22.
1:24.0	The 10th is basically the first day.
	...

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