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!

All written content on this site is for information purposes only. Opinions expressed herein are solely those of The Ivy League Advisory Group, LLC 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 adviser prior to implementation. Advisory services and insurance products and services are offered by The Ivy League Advisory Group, LLC a Registered Investment Advisor in the State of New Hampshire. The Ivy League Advisory Group, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New Hampshire or where otherwise legally permitted. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

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

Copyright © 2020