Avoiding 60-day Rollover Mistakes in 5 Easy Steps

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.

Download the “Avoiding 60-Day Rollover Mistakes in 5 Easy Steps” white paper now.

For professional assistance with your IRA rollovers, contact our office at 516-294-5287 to schedule a time to
discuss.

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Disclaimer:

Any information provided on this blog is accurate and true to the best of our knowledge, but omissions, errors, and mistakes are a possibility. The information presented on this blog is for informational purposes only and should not be seen as financial advice. Consult with a financial professional before taking any sort of action on the information present in this blog. We reserve the right to change how we manage and run this blog and we may change the focus or content of this blog at any time.