Strategies to Avoid 401(k) Rollover Mistakes

The tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets.
If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly!
This guide will cover:
  • Strategies to avoid an IRS penalty and full taxation
  • The little-known weapon you can use
  • Why a direct rollover may be your most mistake-proof option
  • How to ensure your account stays with you
  • Why one move could be your last
Request your Guide to
Avoiding 401(k) Rollover Mistakes today!

* indicates a required field.

7536 Mentor Ave
Mentor, OH 44060
440-942-1936

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lifeguard Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Insurance products and services are offered through Lifeguard Financial Wealth Management, LLC. Lifeguard Financial Wealth Management, LLC. and Anthony Newman are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. Through strategic partnerships, Lifeguard Financial Wealth Management, LLC. offers services from experienced experts referred to as "Group Intelligence."

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Copyright © 2020