When to roll over your 401(k), claim Social Security, sell your home, and plan health insurance

Planning retirement? Timing matters for your money. Don’t rush 401(k) rollovers, Social Security, home sales, mortgage payoffs, health insurance, moving, or investments. Waiting until retirement gives you more control, protects your savings, and can increase income. Smart timing helps avoid costs, taxes, and mistakes while giving clarity on real expenses and lifestyle choices before making big decisions.