New Rules Protect 401(k) Account Holders Seeking IRA Rollovers

Feb 19, 2021, 08:00 AM

Episode image

A new set of rules ensuring 401(k) retirement account holders receive sound advice on rolling over their money to an IRA went into effect this week. Retirement reporter Anne Tergesen joins host J.R. Whalen to explain how the rules govern financial advisers, as well as the pros and cons of rolling over your money.
Learn more about your ad choices. Visit megaphone.fm/adchoices

A new set of rules ensuring 401(k) retirement account holders receive sound advice on rolling over their money to an IRA went into effect this week. Retirement reporter Anne Tergesen joins host J.R. Whalen to explain how the rules govern financial advisers, as well as the pros and cons of rolling over your money.

Learn more about your ad choices. Visit megaphone.fm/adchoices