Tori Dunlap

speaker

5,054 appearances 14 recordings 1 series first heard Jun 2026 last heard 22 Sep

Tori Dunlap’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 14 in all, peaking in Jul 2026 with 5.

Appearances

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Financial Feminist · 298. Ask Tori: Investing and Retirement · 8 Sep 2026 podcast

We do wanna get your money out of your old employer.

And we have two options, just like you said, we can either put it in our current retirement accounts offered by your employer.

But if you don't have a retirement account offered by your employer, you can roll it into a Roth IRA.

And that does not count for your Roth IRA contributions for that year.

So again, Roth IRA contributions for this year are $6,500.

If you roll a 401k into that Roth IRA or into a general IRA,

you are not contributing that's not that doesn't count towards that sixty five hundred dollar contribution.

We I will shamelessly plug we have a partner tool that we use and recommend and love called capitalize.

They will literally do this for you for free.

So if you are the person that's listening and going

I forgot to do that or I have been meaning to do that and I don't remember my login and I don't even know where the 401k lives and I've been stressed about it, but I have just not looked at it.

Well, cool.

Capitalized can help.

We will put the link down below.

Again, it's entirely free.

They will help you find your 401k if you've lost it and then also help you roll it into an IRA.

So, Victoria, you have two basic options, like I said before.

The nice thing about rolling it over into a Roth IRA is you own the Roth IRA, right?

You are the Roth IRA owner.

It's not associated with any employer.

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