Rolling over retirement savings plans to an IRA is a common strategy, whether you are transitioning to a new company or looking to take advantage of the potential tax benefits of a traditional or Roth account.
One method of doing so is the “60-day rollover.” With this method, you will receive a distribution of funds from your qualified retirement account and have 60 days to redeposit the funds into another qualified retirement account.
Unfortunately, this complex rollover approach has room for a number of errors. To help you navigate this process and avoid costly mistakes, we created a helpful guide:
Download the “Avoiding 60-Day Rollover Mistakes in 5 Easy Steps” white paper now.
Contact lead advisor Chris Robinson, ChFC, at our office, 940-464-4104, to schedule a time to discuss your current questions.
RFG Wealth Advisory in Argyle, Texas, is an independent, fee-only Registered Investment Advisor firm that always puts our client’s interests first. We have a transparent, simple fee structure that’s easy to understand. Call us today!
Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.
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Contact lead advisor Chris Robinson with RFG Wealth Advisory in Argyle, Texas to discuss your questions.
RFG Wealth Advisory is an independent, fee-only Registered Investment Advisor firm in Argyle, Texas. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind. Contact us today!
Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.
Schedule a Virtual Consultation“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”
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