April 7, 2017

Top 10 IRA Rollover Mistakes

Nearing retirement? Changing jobs? Recently inherited a retirement account?

There are many reasons to consider an IRA rollover, and if you answered yes to any of these questions, there is a good chance you’re a great candidate for this financial move.

There are many benefits that come with an IRA rollover, including more investment options, as well as tax and estate planning advantages.

But executing a rollover correctly can be far from easy, and many errors can occur during the process. From missing the 60-day rollover deadline, to failing to ask if in-plan conversions are available, these errors can be costly and significantly hurt your nest egg.

For a better understanding of how to execute your IRA rollover correctly and avoid common mistakes, click here.

To learn more about the various IRA rollover options, contact our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC