Retirement Planning Moves to Know: 401(k) Rollovers, Real Estate in IRAs, and the Power of Roth Accounts
From Retirement Pathfinder with Barbara Lane & Phil Guske by Barbara Lane and Phil Guske
March 5, 2026 · 4 min · Episode 182
About this episode
The episode discusses essential retirement planning moves, focusing on 401(k) rollovers, IRA investments, and the advantages of Roth accounts for tax-free growth.
What retirees and pre-retirees should understand about moving a 401(k), investing through an IRA, and why Roth accounts continue to stand out for tax-free growth. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/
Topics covered
- 401(k) Rollovers
- Real Estate in IRAs
- Roth Accounts
- Tax-Free Growth
Keywords
- retirement planning
- investing
- financial advice
Mentioned in this episode
Products: Roadmap For A Stress-Free Retirement
Books & works: Roadmap For A Stress-Free Retirement
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