With Americans changing jobs frequently, a staggering $1 trillion in 401(k) funds is rolled over each year. This week, we'll delve into strategies for managing your old 401(k) after job changes and what to do if you inherit a retirement account. We'll also discuss the crucial role of a fiduciary financial advisor and the upcoming rule change that will strengthen protections for clients with retirement accounts. This new regulation will require more financial advisors to prioritize their clients' best interests, though not in all situations.
The Momentum Advisors Show
The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.
The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Andrea spend their days advising listeners on how to build and manage their wealth. Find them at Momentum-Advisors.com.Listen on
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