Retirement Accounts and Asset Protection - WCI Podcast
Today we answer questions about the Mega Backdoor Roth IRA, answer a few questions about 401(k)s, and discuss if it is worth not rolling an old 401(k) into your new one to provide some added asset protection. We talk about cash vs. bonds and how to evaluate your investment mix. Those questions and more on todays episode!
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00:00 WCI Podcast #381
05:00 403(b) Providers
11:51 Consolidating Your 401(k)s
18:07 MEGA Backdoor Roth
21:51 W-2 to 1099 Transition
29:30 Is My TIAA 403(b) Good?
32:48 Multiple 401(k)s & 403(b)s
40:06 Holding Cash vs. Bonds
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