What to Do with Old 401(k)

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.6 • 1.9K Ratings

🗓️ 6 November 2018

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

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Summary

Unless you're only going to work for one employer, which is exceedingly unlikely, chances are you're going to have some old retirement plans out there. What should you do with them? Leave where they are? Roll into the new plan? Consolidate? That's the question from Lisa in New Jersey on the latest bonus call. 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. We're sponsored by Betterment, the largest
0:08.1	independent online financial advisor. I love these calls. I just love them. Because it gives me an opportunity to help you figure out how to take
0:17.7	control of your financial life. I'll give you two chances every week to control that
0:22.1	stuff okay Tuesdays that's right now get two chances every week to control that stuff.
0:22.8	OK?
0:23.4	Tuesdays, that's right now.
0:25.2	We're dropping this on a Tuesday.
0:26.8	It's the bonus call of the week.
0:28.2	After our longer show on Thursdays,
0:29.9	we've got the listener question.
0:31.6	If you'd like to get on the air with us just send us an
0:34.0	email and just a little detail about what's going on. Ask Jill at better off
0:38.0	podcast.com. Ask Jill at better off podcast.com. We are going to Lisa from New Jersey.
0:45.0	Lisa, Lisa, what's going on?
0:47.1	How I can help you out?
0:48.4	Tell me.
0:50.0	Hey, Jill, thanks for taking my call.
0:52.0	Sure.
0:53.0	I have an old 401k, I still at an old employer, and I wanted to know what is the best thing to do.
1:00.8	Should I leave it there?
1:01.8	Should I roll it over to my current there? Should I roll it over? We currently have other
1:05.8	accounts of fidelity. Should we roll it over into that?
	...

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