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Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA

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Manage episode 238066443 series 2310214
Indhold leveret af On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good!
You’ll learn:
- What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts.
- What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it.
- The 5 Simple Steps to follow so that you can avoid these 60-Day rollover mistakes.
FREE GIVE:
#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…
https://group10financial.lpages.co/on-the-money-retirement-toolkit/
Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episoder

Artwork
iconDel
 
Manage episode 238066443 series 2310214
Indhold leveret af On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good!
You’ll learn:
- What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts.
- What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it.
- The 5 Simple Steps to follow so that you can avoid these 60-Day rollover mistakes.
FREE GIVE:
#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…
https://group10financial.lpages.co/on-the-money-retirement-toolkit/
Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episoder

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