IRA and 401(k) Rollovers
[private]Are you making mistakes with your money? Many people do, because of lack of attention, knowledge, confidence, or relying on the advice of friends rather than professionals.
If you’re getting ready to retire, have already or are changing jobs you are probably going to be getting one of the largest checks of your life, your lump sum distribution. Fortunately there are not a tone of options.
In Mark’s book chapter 13 he talks about 14 top mistakes people make when rolling over their 401(k) or IRA. Marks approach to follow when it comes to rollovers is to follow a step by step process in order to avoid any of these mistakes that could cost you up to 20% in taxes if done wrong.[/private]
