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 a “60-day rollover,” which is the distribution of funds from a qualifying retirement account to the account owner, who then has 60 days to redeposit the funds into another qualifying retirement account. Unfortunately, this complex rollover approach has room for a number of errors. Find out how to avoid costly mistakes before you initiate any retirement account moves.
Contact lead financial advisor Chris Robinson today at 940-464-4104 for the personalized guidance you’re looking for. RFG Wealth Advisory is a Registered Investment Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning and wealth management questions. Schedule your Free Consultation here and continue progressing toward the financial future you dream of.
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Avoiding 60-day Rollover Mistakes in 5 Easy Steps
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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.
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