Strategies to Avoid 401(k) Rollover Mistakes

The tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets.
If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly!
This guide will cover:
  • Strategies to avoid an IRS penalty and full taxation
  • The little-known weapon you can use
  • Why a direct rollover may be your most mistake-proof option
  • How to ensure your account stays with you
  • Why one move could be your last
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Avoiding 401(k) Rollover Mistakes today!

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 Investment advisory services offered through Asset Protection Wealth Management, LLC., an Arkansas Registered Investment Advisor. Insurance products and services are offered through Asset Protection Group, LLC. Asset Protection Group, LLC. and Asset Protection Wealth Management, LLC., are affiliated companies. Asset Protection Group, LLC., Asset Protection Wealth Management, LLC. and Gary Garrison is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. The Better Business Bureau (BBB) is a paid service which Asset Protection Wealth Management, LLC. pays for this credential to be included in this website. For full information please visit their website at www.bbb.org. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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