Are you considering an IRA rollover?
Whether you’ve recently left your employer or you simply prefer the options an IRA has to offer, this could work. A rollover may be the right move for you. However, there are also several common pitfalls you can fall into if you don’t know how to execute a rollover properly.
Whether you’re a spouse who has inherited an IRA or you’re the retirement account owner, check out these rules to know to avoid costly penalties when making a rollover.
For professional assistance navigating retirement account rollovers, contact our RFG Wealth Advisory office at 940-464-4104 to schedule a time to discuss.
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