The Abundance Mindset13 Maalis 2025

Pros and Cons of Rolling Over Retirement Funds to an IRA / Roth IRA

To rollover or not to rollover... It shouldn't be a surprise by now to learn that the answer depends on your individual circumstances. We peel back the advantages and disadvantages of aggregating retirement accounts within IRA / Roth IRA environments and discuss some of the circumstances that could point an individual in one direction over another.

Contact: Ben@abundancewm.com

Website: Abundance Wealth Management

Show music: Can We Go by The Violet Nines

DISCLAIMER

The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.

You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

Hosted on Acast. See acast.com/privacy for more information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(59)

The RSU Tax Trap: Why Withholding Isn't a Strategy

If you receive RSUs, stock options, or ESPP shares as part of your compensation, tax withholding may be covering the bill, but it isn't necessarily optimizing your financial strategy. In this episode ...

10 Syys 19min

Why Smart Financial Plans Can Still Fail

A financial plan is only valuable if it is documented, updated, and implemented with discipline. In this episode of The Abundance Mindset, Allison and Ben explain why proactive financial planning matt...

20 Elo 20min

Finfluencers vs. Regulated Professionals: How to Spot Real Financial Signal

Has "Hot Take" culture diluted good financial insights? Absolutely. Our latest podcast episode digs into the value of information communicated by regulated financial professionals - and why the hottes...

16 Heinä 17min

Is a Trump Account Right for your Child?

Trump Accounts are officially here on July 4th — but are they actually worth using for your kids?If your child was born in 2025 or later, they may qualify for a $1,000 government-funded investment acc...

2 Heinä 25min

Google Employee? Key 401(k) & GSU (RSU) Strategies

Are you fully optimizing your Google 401(k) and GSU grants?📌 EPISODE RESOURCES- Request a free strategy assessment via our website: https://www.abundancewm.com/contact?utm_source=youtube&utm_medium=v...

18 Kesä 26min

Maximizing Tax Efficiencies in Investments

Your Portfolio Might Be Worth Less After Taxes (Here’s Why) Great investment management isn’t just about picking strong holdings — it’s about proactively managing the tax impact of those holdings, esp...

4 Kesä 27min

How to Turn Your HSA Into a Shadow Roth IRA

The HSA “Shadow Roth IRA” Strategy: How to Turn Medical Receipts Into Future Tax-Free Income.Health Savings Accounts (HSAs) are uniquely “triple tax advantaged” accounts. And there are more ways than ...

21 Touko 22min

Seven Signs You've Outgrown Your Financial Advisor

Too often people stay loyal to a financial advisor even after their financial life has outgrown the advisor’s service model. In this episode we’re contrasting investment-only relationships with proact...

14 Touko 21min