What to Do With Your 401(k)
Avoid Rollover Mistakes and Save on Taxes
Leaving a job? Don’t let a single decision derail your retirement.
What you do with your 401(k) next could mean the difference between a tax-free rollover and a costly mistake. In this expert-led session, Ed Slott and team walk you through the key decisions that can impact your taxes, penalties, and future retirement income.
What You’ll Learn
- Whether to leave your 401(k) in your old plan or roll it to an IRA
- How to avoid rollover mistakes like the one-rollover-per-year rule
- The difference between direct rollovers, indirect rollovers, and transfers
- How to handle employer stock using the Net Unrealized Appreciation (NUA) strategy
- What to know about early withdrawal penalties, RMD delays, and spousal rules
This Video is Perfect For
Anyone leaving a job or retiring
People unsure about what to do with old 401(k)s or company plans
Investors who want to avoid rollover mistakes and penalties
Those with employer stock inside retirement plans
On-Demand Video Course | ~18 Minutes | Instant Access
Led by Andy Ives, CFP®, AIF®, with contributions from Ed Slott, CPA, and the Ed Slott and Company team of IRA Experts.
Each session is short, focused, and actionable — designed to save you thousands without wasting a minute of your time.
LIMITED TIME OFFER
This session is part of Ed Slott and Company’s Complete Retirement Tax-Saving Toolkit —
2 hours of retirement tax-saving strategies valued at $588. Get all 4 courses today for just $297.
— or —
Prefer just this session? Add it to your cart for $147.