Is there ever a good reason to avoid your 401(k)? In the weirdest roundtable segment ever, Paula Pant, Len Penzo and Greg McFarlane not only weigh in on that point, but we also discuss not wearing underwear, Our roundtable weighs in on that question. Joe & OG tackle 10 signs your tax prepare might not be on the up-and-up and also problems with retirement plans that you should be aware of (mostly….high fees and lazy plan sponsors).
Doug also has trivia, we take your letters on Roth 401k to Roth IRA rollovers….and much more!
SHOW NOTES
<> MagnifyMoney.com – StackingBenjamins.com/MagnifyMoney
<> Headlines
How Not To Choose a Tax Preparer: 10 Red Flags to Avoid (Kelly Phillips Erb @ Forbes)
Don’t Let Inertia Sink 401(k) Plans (Robert Powell @ USA Today)
<> My Dad’s Shortwave Roundtable
In the Sale of Luxuries, Geography Matters (New York Times)
Reasons to Avoid Funding Your 401k (Forbes)
<> Letters
<> End Show/Movies
Done by Forty
Favorite throwaway line from 2015, from Len Penzo. “Just for the chair.”