Capitalize on Frugal Friends Podcast
DIY Financial Plan Part 3: Retirement Planning
Transcript
So if you have old 401ks, 457s, 403bs at jobs that you no longer work for, it would be very smart to roll those into a traditional or Roth IRA, usually a traditional, but it depends on the type of 401k you had. You can do that on your own, but that is one of the most confusing things that you will do. I did it on my own and I didn't mess it up, but at the very end, I forgot to invest my rollover for a year and it just sat in a cash account in my traditional IRA account. It just sat in cash form. And I lost out on a year of earnings. And so it must be easier to have somebody help you do that. Capitalize is a service that helps people roll over old 401ks, 403bs, 457s for free. And so you can access them at frugalfriendspodcast.com slash capitalize.
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