Retirement Planning Moves to Know: 401(k) Rollovers, Real Estate in IRAs, and the Power of Roth Accounts

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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