Strategies to Avoid 401(k) Rollover Mistakes

The tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets.
If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly!
This guide will cover:
  • Strategies to avoid an IRS penalty and full taxation
  • The little-known weapon you can use
  • Why a direct rollover may be your most mistake-proof option
  • How to ensure your account stays with you
  • Why one move could be your last
Request your Guide to
Avoiding 401(k) Rollover Mistakes today!

* indicates a required field.

Florence Executive Centre 7426 US Hwy 42 , Suite 102
Florence, 41042
859-907-9275

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Seniors 1st Resources, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Seniors 1st Resources, Inc. Seniors 1st Resources, Inc. and Janet Schroder are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Copyright © 2022