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

This short video contains the essential information that you should know before making any decisions about a rollover or withdrawing from your 401(k) or other retirement plan. Hear answers from a Certified Financial Planner™ to questions like,
  • How can I become eligible for a rollover?
  • How can I avoid taxes and penalties?
  • What are the benefits of a rollover?

What You Really Need to Know about a Rollover from Ernest Hathaway.


6 COMMON ROLLOVER MISTAKES

Watch a Certified Financial Planner™ tell you how the most common rollover mistakes occur and how to avoid them. Mistakes happen more often than you might think. The results can be devastating. Taxes and penalties can total more than 50% of your money.

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.

Should You Roll Over Your 401(k)? from Ernest Hathaway.


ROTH IRA STRATEGIES

What could be better than having your own IRA? How about a retirement account that grows tax free? That means that you can withdraw retirement income from a Roth account, and pay absolutely no income tax. Watch this video to understand one of the most powerful tax strategies available today.

Roth IRA Strategies from Ernest Hathaway.