Growing Bolder with Finances: Round Up Stray 401ks

By Growing Bolder

In

Have you left your job or retirement plan behind? Do you have more than one stray 401k? How about a handful of IRAs that you’ve collected over the years?

It may be time to pull all those loose ends together and figure out how much income they’ll provide in retirement. 

Certified financial planner practitioner Joe Bert gives you a simple plan for taking care of your financial matters to avoid paying serious tax penalties in the future. 

Check out Joe’s other financial planning minutes:

— Don’t Put Junior’s Name On It
— Early Social Security