Jae Bratton

speaker

23 appearances 1 recordings 1 series first heard Nov 2024 last heard Nov 2024

Jae Bratton’s voice in public audio — every appearance, attributed to the second.

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NerdWallet's Smart Money Podcast · Retirement Rollover Ready? Rules, Risks, and Rewards of 401k and IRA Transfers · 4 Nov 2024 podcast

I would just say, if you're considering a rollover, speak with your particular retirement plan custodian and ask them to help you roll over the money in a way that won't incur any financial penalties.

That's right.

Thank you for having me.

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