JUST A YEAR FROM RETIREMENT, 68-YEAR-OLD WONDERED WHERE TO MOVE HER 401(K) —SUZE ORMAN SAID TO LEAVE IT ALONE UNLESS SHE KNOWS HOW TO REINVEST
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✍️ Suze Orman advises a 68-year-old woman on what to do with her 401(k) before retirement, emphasizing the importance of considering her comfort level and knowledge of investing.
👉 Suze Orman advises against rolling over a 401(k) into a Roth IRA without considering the individual's comfort level and knowledge of investing. 👉 Leaving the account untouched if it is worth $5,000 or more may be a viable option. 👉 Rolling over part of the 401(k) to see how it feels before making a complete move is another option. 👉 Suze emphasizes the importance of considering one's comfort level and knowledge of investing before making a decision.
-- #SuzeOrman #KT #personalfinance
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