The Truth About 401(k) Rollovers: What You Don’t Know Will Cost You
Sep 29, 2025Have you ever had a job with a 401(k)? Whether it’s from your current role or one from years ago, what you do with that account when you leave matters—a lot.
In this episode, Anna shares the true story of someone who lost over $300,000 in hidden fees and commissions because they didn’t roll over their 401(k). It’s an eye-opening reminder that your money should always be working for you—not your old employer or a random fund manager.
You’ll learn:
- Why fees inside old 401(k) accounts can silently eat away at your savings
- The exact steps to roll over a 401(k) into an IRA or new plan
- Why actively managed accounts often carry higher (and unnecessary) fees
- The difference between cashing out vs. rolling over—and why one can cost you thousands
- How to spot red flags and take control of your retirement funds
If you’ve ever had a 401(k), or you plan to in the future, this is must-know information that could help you protect—and grow—your wealth.
🌱 Watch now to learn how to keep more of what you’ve earned and avoid costly mistakes.
👉 Download your free copy of the Beautiful Wealth e-Guide here and share this episode with a friend who needs it, too.