IRA Rollover Tips

08.46.00  citra   Label: ,
  1. Evaluate your transfer options. 
  2. Minimize taxes by rolling Roth to Roth and traditional to traditional.  
  3. Think twice before you do an indirect rollover. 
  4. Be wary of "Free" or "No Fee" claims. 
  5. Realize that conflicts of interest exist.
  6. Compare investment options and other services. 
  7. Understand fees and expenses. 
  8. Engage in a thoughtful discussion with your financial or tax professional. 
  9. Age matters. 
  10. Assess the tax implications of appreciated company stock. 
“The decision to move your retirement nest egg or stay put is an important one. In many cases, you don't have to act immediately upon switching jobs or retiring. Take the time to assess your options. Ask questions and do your homework to determine what is best for you.” Read the details from FINRA at: http://www.finra.org/Investors/ProtectYourself/InvestorAlerts/RetirementAccounts/P436001?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+FINRAInvestorAlerts+%28FINRA+Investor+Alerts%29
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IRA Rollover Tips
IRA Rollover Tips
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