Oops – an IRA rollover mistake can be costly. Don’t get caught in that trap. To help you, I posted what I hope is a helpful article over on my business site:
IRA Rollover vs IRA Transfer – Don’t Make This Mistake
There seem to be many people who get caught with the IRA rollover rules and end up incurring huge penalties and taxes. Read my article for more information and pass it on to others that may benefit so it doesn’t happen to them.
IRA Rollover Mistake (s) – Further Reading
For further information on IRA rollovers and transfers, visit my Financial 101
Section of my business site:
For more information on retirement planning, see “Retirees Should Be More Focused on Outcomes not Probabilities.” And “The Debt Crisis Will Strike Us Suddenly and How You Can Protect Yourself.” Or enter retirement topics such as “IRA,” “401k,” or “Pension” in the search box to the right.
Also, would you would like to get educational articles like the one you just read? The ones linked above are a good start. Or a totally off-topic article. Like “The History of Hills Brothers Coffee and the Vacuum Seal Mystery” (one of my favorites to write)?
Then consider joining my Email List! What will you get? ONE (only one, not 10) weekly summary of all articles written on this site. And all the articles from my company site, Walnut Hill Advisors, LLC.
You’ll also be notified before anyone else about upcoming free workshops and educational opportunities that I offer. Learn more about the Email List – what do you have to lose?