Should You Rollover Your 401(k)?
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 well, there are many benefits, which are the reasons that so many people do a rollover. But done poorly, 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
Here is the essential information that you should know before making any decisions about a rollover or withdrawing from your 401(k) plan.
The 6 Most Common Rollover Mistakes
Mistakes happen more often than you might think. The results can be devastating, but knowing what you are doing can help prevent mistakes.
Should You Rollover Your 401(k)?
Find out why the rollover strategy is so popular. Weigh the pros and cons before you decide what is best for your situation.
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