Strategies for Wealth Management Offers Advice on Retirement Account Rollovers

Michael Lehrhaupt, President of Strategies for Wealth Management, discusses benefits of consolidating retirement accounts into properly structured IRAs.

Jan. 29, 2026 at 5:55pm

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In a segment on 'CT BUZZ,' Michael Lehrhaupt, President of Strategies for Wealth Management, provided guidance on 'rock solid rollovers' - the process of moving old 401(k)s or other retirement accounts into properly structured IRAs without triggering taxes. Lehrhaupt highlighted the issue of 'stray 401(k)s' that often go unmanaged, and explained how consolidating these accounts into an IRA can offer improved oversight, personalized service, and better understanding of fees and investment performance.

Why it matters

As Americans change jobs more frequently, the problem of 'stray 401(k)s' has become more prevalent. Properly consolidating these accounts can help individuals better manage their retirement savings, reduce fees, and keep long-term goals on track, especially during times of market volatility.

The details

During the interview, Lehrhaupt discussed how portfolio analysis and stress testing can help clients understand how their retirement savings may perform in different market conditions. He also shared real-life examples of clients who were better prepared for unexpected career changes after taking a more proactive approach to managing their retirement accounts.

  • The interview aired on January 29, 2026 on 'CT BUZZ.'

The players

Michael Lehrhaupt

President of Strategies for Wealth Management, a financial advisory firm.

Natasha Lubczenko

Host of 'CT BUZZ,' a local news program.

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What they’re saying

“Even small savings on fees can make a meaningful difference over time.”

— Michael Lehrhaupt, President, Strategies for Wealth Management

What’s next

Viewers were encouraged to visit Strategies for Wealth Management's website to download a free guidebook, 'The Rock Solid Rollover Guide,' and learn more about properly consolidating retirement accounts.

The takeaway

As job changes become more common, proactively managing retirement accounts by consolidating 'stray 401(k)s' into properly structured IRAs can help individuals keep their long-term financial goals on track and better prepare for unexpected career transitions.