Accessing Your 401(k) & Rollover Options

Planning your next move with your 401(k) starts now. In this video, we break down how to access your funds the smart way so you keep more of what you have saved.

Discover:

• When a direct (trustee to trustee) rollover is the cleanest, least risky option
• How the 60 day (indirect) rollover works and the 20% mandatory withholding trap
• Taxes on pre tax vs. Roth dollars, plus key ages like 59½ and the Rule of 55
• When hardship or disability distributions may avoid penalties (but not taxes)
• How and when a Roth conversion can make long term tax sense

Get clear on rollovers, withdrawals, and Roth strategies without costly mistakes. Watch now and take your next best step with confidence.

📞 Schedule a Call With a Bayntree Financial Advisor to Discuss your 401k or Other Financial Goals

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