The ins and outs of rollover IRAs
Want to know more? Let’s talk.
There are important factors to consider when rolling over assets to an IRA. These factors include, but are not limited to, investment options in each type of account, fees and expenses, available services, potential withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and tax consequences of rolling over employer stock to an IRA.
Be sure to consider all of the available options and the applicable fees and features of each option, (stay with your former employer plan, rollover to a new employer plan, roll over to an IRA or cash out) before moving your retirement assets.
All investing is subject to risk, including the possible loss of the money you invest.
1 How America Saves Report 2020
2 Beware the vultures coming for your old 401(k) money article
3 How To Track Down That Lost 401(k) Or Pension article