Paperless | OneView | Real Time Wealth Management
(845) 627-8300 |
facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

11 Biggest Rollover Blunders

Blunder #1: Missing the 60-day rollover deadline

Blunder #2: Failing to Name the right beneficiary

Blunder #3: Rolling over company stock

Blunder #4: Not paying off loans before rolling over

Blunder #5: Cashing out or taking an indirect rollover

Blunder #6: Failing to compare fees

Blunder #7: Mismanaging required minimum distributions

Blunder #8: Target account isn't ready to receive funds

Blunder #9: Failing to consider a Roth IRA rollover

Blunder #10: Failing to properly report your rollover

Blunder #11: Missing a signature


Check the background of this firm/advisor on FINRA’s BrokerCheck.