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Podcast Episode

Quick Tip Tuesday - High-Stakes Rollovers: Protecting a Larger 401(k) Balance

Overtime Earnings··30 August 2026·12 min

About this episode

In this Quick Tip Tuesday episode of Overtime Earnings, David Baker and Ken Handy explain the mechanics of a retirement plan rollover in plain English. They discuss how the method used to transfer retirement funds can affect tax withholding, deadlines, and the amount ultimately deposited into the receiving account. PPG-9023637.1(08/26)(exp.08/30)