Top 10 IRA Rollover Mistakes
Nearing retirement? Changing jobs? Recently inherited a retirement account?
There are many reasons to consider an IRA rollover, and if you answered yes to any of these questions, there is a good chance you’re a great candidate for this financial move.
There are many benefits that come with an IRA rollover, including more investment options, as well as tax and estate planning advantages.
But executing a rollover correctly can be far from easy, and many errors can occur during the process. From missing the 60-day rollover deadline, to failing to ask if in-plan conversions are available, these errors can be costly and significantly hurt your nest egg.
For a better understanding of how to execute your IRA rollover correctly and avoid common mistakes, click here.
To learn more about the various IRA rollover options, contact our office at 703-466-0477 to schedule a time for a visit.
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