Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?!

Financial Choices Matter

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2M ago 18:02

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In this episode of Financial Choices Matter, Charles Scott tackles some common yet critical retirement planning questions from listeners. Charles offers insightful advice on managing portfolios, Social Security benefits, and the importance of risk allocation. He also delves into the pros and cons of consolidating old 401(k) plans and the complexities of having investments, taxes, and legal documents handled by the same firm.

Tune in to gain valuable knowledge that could help you make more informed financial decisions for a meaningful retirement.

Here’s some of what we discuss in this episode:

1:00 - Mary asks "My portfolio dropped quite a bit earlier this year and then recovered some. But it’s still down a bit from where it was at its peak. I’m retired and rely totally on this money for income because I haven’t started my Social Security. I’ve been wanting to wait until age 70 to start it, but now I’m wondering if I should take it now?"

6:20 - Patrick asks "I have two old 401Ks that I’ve been meaning to rollover for a while. I also have a third 401K with my current employer. Should I roll the old ones into the current 401K or into an IRA instead? It sure would be nice to have it all under one account to make the value look bigger!"

10:40 - Ronnie asks "Is it a good idea or bad idea to have my investments, taxes, and legal documents for my estate all handled by the same firm?"

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

YouTube: https://www.youtube.com/@PelletonCapitalManagement

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