7 Smart Reasons NOT to Rollover an Old 401(k)

Building on last week’s discussion about why rolling over your old 401(k) into an IRA could be a smart move, this episode flips the script. It explores seven compelling reasons you might want to leave your 401(k) with your previous employer instead. I break down factors like fees, company stock advantages, penalty-free withdrawals, legal protections, and unique investment options that could all influence your decision. If you're approaching retirement or just planning your next career move, this episode is packed with insights to help you make the best choices for your financial future. Download a FREE electronic copy of Ryan's book https://www.retirewithryan.com/reviews-1 Website: https://www.retirewithryan.com/ Ryan's Book: https://www.retirewithryan.com/book Retirement Readiness Review Course: https://www.retirewithryan.com/ondemand Retire With Ryan Podcast Links: Apple Podcast: https://podcasts.apple.com/us/podcast... Spotify Podcast: https://open.spotify.com/show/3lVKROM... #retirementplanning #401k #401krollover #charlesschwab You should consult a financial advisor familiar with your specific circumstances before you make any financial decisions. Nothing in this video constitutes a solicitation for the sale or purchase of any Securities and is for entertainment purposes only. Any mention of rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Ryan Morrissey, CFP, is an investment advisor representative of Morrissey Wealth Management, LLC., a registered investment advisor.