What should you actually do with your 401(k) when you retire and could the wrong move cost you more than you think? In this episode, Jason Matthews breaks down the key choices retirees face: leaving money in a 401(k), rolling it into an IRA, or cashing out. He explores the potential tax implications, investment flexibility, and hidden risks behind each option—including why cashing out may create unintended financial consequences. The conversation also highlights the dangers of “set it and forget it” thinking in retirement and why actively managing income, taxes, and inflation becomes essential. It’s a practical look at turning your savings into a strategy that supports your retirement goals.

We have a special focus on serving single women age 50+ with at least $250,000 of investable assets — especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most. Schedule your complimentary consultation today. Visit www.MFIS.biz or call (510) 288-3268 today!

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