Avoiding 60-Day Rollover Mistakes

Rolling over retirement savings plans to an IRA is a common practice for employees transitioning to a new company or individuals simply looking to take advantage of the potential tax benefits of a traditional or Roth account. One method of rolling over funds to an IRA is using the “60-day rollover,” which is the distribution of funds from a qualifying retirement account to the account owner. You as the account owner then have 60 days to redeposit the funds into another qualifying retirement account. Unfortunately, this complex rollover approach has room for errors or 60 day rollover mistakes. Find out how to avoid costly mistakes before you initiate any retirement account moves.

Download the free checklist, “Avoid 60-Day Rollover Mistakes in 5 Easy Steps,” by clicking the button below.

For professional, trained expertise navigating your rollover options, contact lead financial advisor Chris Robinson today at 940-464-4104. Here your find the personalized guidance you’re looking for. RFG Wealth Advisory is a Registered Independent Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning or wealth management questions. Schedule your Free Consultation here and continue making progress toward the financial future you dream of.

At RFG Wealth Advisory we create financial plans and wealth management strategies custom tailored for your individual goals and needs. We are a fiduciary which means we always put your best interest first and offer a simple straight-forward fee structure that’s easy to understand.  Call us today at 940-464-4104 to continue making the progress you deserve for your financial future.