Sam Taube

speaker

407 appearances 4 recordings 1 series first heard Jan 2026 last heard 3d ago

Sam Taube’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 2.

Appearances

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NerdWallet's Smart Money Podcast · Tax Season Scams and Identity Theft Red Flags, Plus a 401(k) and IRA Rollover Lightning Round · 26 Jan 2026 podcast

I don't think we have the 2026 number yet.

And some states may offer additional protection for IRAs.

now here's where it gets a little complicated but in a good way money that was rolled over from a 401k into an ira is treated by bankruptcy courts like it's still in the 401k in other words it has unlimited protection from creditors so actually the rollover part of this does matter that is really interesting and it connects to a theme that we've been seeing throughout these listener questions here which is that

Yeah, there's a lot of options for IRAs nowadays, and they're not all the same.

Nowadays, some IRA providers are actually offering a match on rollovers and contributions.

It's kind of like the employer match that you get through a 401k.

NerdWallet's roundup of the best IRA accounts is a great place to compare your options, and we'll also link to that in the episode description.

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