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
401(k) Rollover Guide
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), make sure you know the rules because 401(k) rollover mistakes can be costly.
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