top of page

6 Best & Worst IRA/401K Rollover Decisions
Retiring or Changing Jobs? Free Report Reveals...
What's in the Booklet?
Avoid the 20% withholding tax on your rollover
​
Should you rollover to a traditional or Roth IRA for least tax?
​
The one benefit you lose when you rollover your 401k that could make you think twice
​
Take money out of your 401k at reduced tax or even tax free
​
The one type of investment you MUST remove from your 401k before you rollover (or pay the IRS needlessly)

bottom of page