Rolling over retirement savings plans to an IRA is a common practice for employees transitioning to a new company or individuals simply looking to take advantage of the potential tax benefits of a traditional or Roth account. One method of rolling over funds to an IRA is a “60-day rollover,” which is the distribution of funds from a qualifying retirement account to the account owner, who then has 60 days to redeposit the funds into another qualifying retirement account. Unfortunately, this complex rollover approach has room for errors. Find out how to avoid costly mistakes before you initiate any retirement account moves.
Download the checklist, “Avoid 60-Day Rollover Mistakes in 5 Easy Steps,” by clicking the button below.
For professional, trained expertise navigating your rollover options, contact Chris Robinson at RFG Wealth Advisory in Argyle. Call 940-464-4104 or email him at Chris@RFGWealth to schedule a call.
The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.