The LEARNING library

Rollover Mistakes and Possibilities

Are you considering an IRA rollover? Whether you’ve recently left your employer or simply prefer the options an IRA has to offer, a rollover may be the right move for you. Keep in mind, however, that there are also several common pitfalls you can encounter by improperly executing a rollover.

Whether you’re a spouse who has inherited an IRA or you’re the retirement account owner, there are a number of rules you must know in order to avoid costly penalties rolling over your investments.

Today, Dennis and Heidi will share the most common rollover mistakes and other possibilities, as well as discuss what to do with your tax refund this year. Have you considered depositing it into your IRA?