It’s been a challenging 2025 for investors so far. While no one knows what will happen in the markets in the short-term, I’m definitely a long-term investor in human beings and our ability to innovate, create value and work together to solve even our most challenging problems!
This video talks about three options for old 401k rollovers. One – rolling over your old plan into your current employer’s plan. Two – rolling it over into your own IRA. And three, having a financial advisor rollover and manage your old 401k. There are pros and cons to each, but the bottom line is that choosing one of these options is almost always better than leaving it in your old employer’s plan!
We’re doing lots of math in this video to help you decide whether it makes sense to do traditional 401(k) contributions or Roth 401(k) contributions if that’s an option for you. This video is great for early to mid-career people deciding what to do in their 401(k)’s and is also great for you to share with adult children who are early in their careers. Bottom line – it often makes sense to contribute in both ways to your 401(k); however, your unique circumstances and goals may have you leaning heavily in one direction or the other!
This year’s markets have been characterized by high levels of volatility. Couple this with last year’s lackluster returns and you may be asking, “How can
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