Top 10 IRA Rollover Mistakes

Written By Louis Orgera

There are many situations in which one may opt to rollover an IRA, such as inheriting an IRA from a spouse or changing employers. Each case comes with its own set of crucial considerations as IRA rollovers have common pitfalls that can result in costly errors if not executed properly.

Download our “Top 10 IRA Rollover Mistakes” to avoid frequently made mistakes and costly penalties.


For professional assistance navigating retirement account rollovers, contact our office at 516-294-5287 to schedule a time to discuss.

Louis Orgera
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