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Sam Taube

๐Ÿ‘ค Speaker
86 total appearances

Appearances Over Time

Podcast Appearances

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

And some states may offer additional protection for IRAs.

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

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

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

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

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

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

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

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

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

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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