Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good!
- What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts.
- What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it.
- The 5 Simple Steps to follow so that you can avoid these 60-Day rollover mistakes.
#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…
Enjoy the show!
Resources In Today's Episode:
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- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
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