1715 Treasure Coast Financial Wellness with Thomas Davies

401k Rollover: 7 Hidden Costs You're Missing

May 22, 2026·22 min
Episode Description from the Publisher

Send us Fan Mail **What if your 401k rollover is costing you thousands without you even knowing it?** If you've recently changed jobs, retired, or sold a business, your 401k rollover decision deserves immediate attention. For high-net-worth individuals with $500K or more in employer-sponsored retirement plans, leaving your account with a former employer isn't truly "set it and forget it." Hidden fees, suboptimal investment choices, and missed tax planning opportunities could be silently erod...

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