Avoiding 60-day Rollover Mistakes in 5 Easy Steps

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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 a number of errors. Find out how to avoid costly mistakes before you initiate any retirement account moves.

Contact lead financial advisor Chris Robinson today at 940-464-4104 for the personalized guidance you’re looking for. RFG Wealth Advisory is a Registered Investment Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning and wealth management questions. Schedule your Free Consultation here and continue progressing toward the financial future you dream of.

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Avoiding 60-day Rollover Mistakes in 5 Easy Steps


“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

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