Good Financial Reads: Retirement Account Rollovers

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Good Financial Reads: Retirement Account Rollovers

Good Financial Reads: Retirement Account Rollovers

Cheat Sheet and Guide: 10 Steps to a Successful Retirement Account Rollover

by Jason Speciner, Financial Planning Fort Collins

Ready to roll(over)? You can use this cheat sheet to guide you through the process.

✅  Know where your employer-sponsored retirement plan or IRA account is and where you want it to go.

✅  Review your rollover options and decide on the best one for you. Be sure to consider the potential tax implications of indirect rollovers — and how you can avoid them. Don’t forget that the type of account you have and the custodian it’s with could limit your options.

Source : https://blog.xyplanningnetwork.com/consumer-blog/good-financial-reads-retirement-account-rollovers