Should You Roll Over Your 401(k) When You Retire?

You are six months from retirement. Your money is spread across several 401(k)s, a 403(b), and an IRA. You may also have an HSA, a cash balance pension plan, a 457, or something else you accumulated along the way.    Today we will talk about when to rollover your money to an IRA, when not to, and I’ll give you some tips if you have money with one of the large retirement plan providers. Links: Should You Roll Over Your 401(k) When You Retire? Cash Freedom Model: Replace Budgeting with Family Harmony About Timberchase Financial Wealth Brief One smart money idea in five-ish minutes. A calm, intentional take on financial planning for families managing meaningful wealth.