What should you do with your 401(k) when you retire—and what should you avoid? From tax traps and Roth conversions to income planning and investment flexibility, they walk through a four-step framework to help you make smarter, more confident 401k retirement decisions. With real-world examples and practical insights, this episode helps you protect your hard-earned nest egg.
---------------
Complimentary ‘Retiring Right’ ebook: https://bit.ly/3I7UwSF
Subscribe to our weekly newsletter: https://bit.ly/43RcVve
Contact our team: https://bit.ly/43wksOJ
---------------
Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
---------------
Connect with Jake Falcon, CRPC™
https://www.facebook.com/jake.falcon.524        
https://www.instagram.com/jake_falcon_crpc/?hl=en         
https://twitter.com/jakefalconcrpc        
https://www.linkedin.com/in/jakefalconfalconwealthadvisors     

#401k #retirementplanning #rothconversion #financialfreedom #taxstrategy #retirementsavings #investmentplanning #rollover401k #personalfinance #wealthmanagement

What Should You Do with Your 401k When You Retire?

Upticks: A Financial Planning & Investment Podcast