401(k) Rollovers, Private Equity, and Roth Conversions

What should you do with a 401(k) after leaving an employer? Should private equity be included in workplace retirement plans? And when does a Roth conversion deserve consideration? In this episode of Upticks, Jake and Cory discuss three financial decisions that are often treated as automatic answers. They explain why each choice should instead be evaluated within the context of an individual…