Rollovers, 401(k)s, IRAs
THE ROLLOVER DECISION
The question of whether you should rollover your 401(k) or other retirement plan is an important one, with serious consequences. If you do it properly, there are many benefits, which is why so many people do rollovers. But if you make mistakes, a rollover can incur costly penalties and increased taxes. The crucial difference is information – knowing what to do and when to do it. Watch the short videos below to hear the whole story from Ernest Hathaway, a Certified Financial Planner™ in Salt Lake City, Utah.
WHAT YOU REALLY NEED TO KNOW ABOUT A ROLLOVER
- How can I become eligible for a rollover?
- How can I avoid taxes and penalties?
- What are the benefits of a rollover?
6 COMMON ROLLOVER MISTAKES
SHOULD YOU ROLL OVER YOUR 401(K)?
This brief video lays out the pros and the cons of a rollover for your situation. This could mean a lot of money to you and make a big difference in your retirement lifestyle. This video will help clarify considerations for taxes, penalties, diversification, advanced strategies, income amounts, and risk.