Episode 162 - Things to consider when transferring an IRA to a 401(k)

Send us a text Cohosts CJ Burnett and Tom Seeko discuss a common question people ask when a veterinarian starts a new job or when a practice owner starts a 401(k). Before combining all your IRAs into an employer-provided 401(k), there are a few vital considerations and questions to ask. Join CJ and Tom before taking that next step so you can get the most from your savings and investments.  Discover our book “Unleashed: The Financial Clarity Every Veterinarian Needs” Buy Now: Book – Unleashed | Florida Veterinary Advisors —– Extra resources galore! Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/ Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances. 5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/ Find out what you could be overlooking within your practice by taking our brief assessment Test My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/ Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice. Schedule a time-https://flveterinaryadvisors.com/contact-us Check out our social media channels Facebook-https://facebook.com/flvetadvisors LinkedIn-https://linkedin.com/company/flvetadvisors YouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ