Episode
401k Rollover: 7 Hidden Costs You're Missing
- Published
- May 22, 2026
- Duration seconds
- 1369
- Processing state
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- https://www.buzzsprout.com/2047761/episodes/19222604-401k-rollover-7-hidden-costs-you-re-missing.mp3
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Summary
Send us Fan Mail **What if your 401k rollover is costing you thousands without you even knowing it?** If you've recently changed jobs, retired, or sold a business, your 401k rollover decision deserves immediate attention. For high-net-worth individuals with $500K or more in employer-sponsored retirement plans, leaving your account with a former employer isn't truly "set it and forget it." Hidden fees, suboptimal investment choices, and missed tax planning opportunities could be silently erod...