On The Money with Jerry and Nick Royer Podcast

Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA

July 12, 2019 Episode 68
On The Money with Jerry and Nick Royer Podcast
Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA
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On The Money with Jerry and Nick Royer Podcast
Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA
Jul 12, 2019 Episode 68
On The Money with Jerry and Nick Royer Show
5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA
Show Notes

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!
 
 You’ll learn:
 - 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.
 
 FREE GIVE:

#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…

https://group10financial.lpages.co/on-the-money-retirement-toolkit/

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
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