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

Jul 12, 2019

Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and, 403b accounts, because making a mistake with this can result in potentially thousands of dollars in tax penalties!

Here are just a handful of the things that we'll discuss:

  • 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.

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