Strategies to Avoid 401(k) Rollover Mistakes

The tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets.
If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly!
This guide will cover:
  • Strategies to avoid an IRS penalty and full taxation
  • The little-known weapon you can use
  • Why a direct rollover may be your most mistake-proof option
  • How to ensure your account stays with you
  • Why one move could be your last
Request your Guide to
Avoiding 401(k) Rollover Mistakes today!

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Ronny Hair
Trusted and Experienced Fiduciary, for over 35 years

681 E SILVER BLUFF RD. AIKEN, SC 

(803) 649-5446

 211 E3 PLEASANT HOME RD. AUGUSTA, GA

706.836.9887

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