Did you know turning 59½ could unlock new options for one of your biggest retirement assets? In this episode of Charleston’s Retirement Coach, Brandon Bowen explains why age 59½ is an important milestone for retirement savers, how 401(k) rollovers work, and why they are often misunderstood. He discusses the flexibility available after leaving workplace plans, common rollover mistakes to avoid, and how aligning investments with retirement goals and income needs can help shape a more intentional retirement strategy.
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Should You Spend Your Money or Leave It to Your Kids?
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Have You Picked a Retirement Age or Built a Retirement Plan?
13:02

Could Your IRA Be Setting Up a Future Tax Surprise?
10:52