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Monday, May 29, 2023

The ins and outs of rollover IRAs

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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. 


All investing is subject to risk, including the possible loss of the money you invest.

1 https://institutional.vanguard.com/ngiam/assets/pdf/has/how-america-saves-report-2020.pdf
2 https://www.marketwatch.com/story/beware-the-vultures-coming-for-your-old-401-k-money-11592320876
3 https://www.forbes.com/sites/davidrae/2018/04/15/find-lost-401k/?sh=32073

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