From the Editors of the
Retirement Income Blog

BEFORE You Move a 401k or IRA:
Eight Most Important Mistakes to Avoid
 
BEFORE you Rollover a 401k or IRA
Eight Most Important Mistakes to Avoid
 
401k / IRA Pre-Transfer
Cheat Sheet Reveals....
 
  • Why to never accept a payout check from your employer
  • The IRS clamp down and new restriction on IRA Rollovers 
  • When you should and should not rollover to a Roth 
  • The problem when spouses inherit an IRA and rollover to their own IRA   
  • The major reason to roll your 401k to your own IRA as soon as possible 
  • The important issue for those doing a 401k Rollover in high-risk occupations 
  • The biggest tax mistake when rolling over a 401k to an IRA.
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From the editors of the Retirement Income Blog
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