Pitfalls of 401Ks

Six-Potential-401k-Rollover-Pitfalls-50.jpg 401(k) & IRA Rollover Pitfalls to Avoid [FREE REPORT] Don't let these 401(k) rollover pitfalls jeopardize your retirement savings Have you lost your job and want to rollover your current or former 401(k)? Recent swings in the job market due to the coronavirus pandemic have drawn attention to the importance of properly managing your 401(k)'s & IRA's.  Are you worried about running out of money in retirement?  Make sure you understand the pitfalls that could derail your retirement savings and how to help overcome them. Get your free report!  >> 
E-Book Cover

401(k) & IRA Rollover Pitfalls to Avoid

[FREE REPORT] Don't let these 401(k) rollover pitfalls jeopardize your retirement savings

Have you lost your job and want to rollover your current or former 401(k)? Recent swings in the job market due to the coronavirus pandemic have drawn attention to the importance of properly managing your 401(k)'s & IRA's.  Are you worried about running out of money in retirement?  Make sure you understand the pitfalls that could derail your retirement savings and how to help overcome them.

Knowledge Understand how you can manage risks to your retirement. Confidence Be confident in your financial decision making. Guidance Know where to get appropriate advice.

Why You Need This FREE Report

Brain

Knowledge

Understand how you can manage risks to your retirement.

CheckBox

Confidence

Be confident in your financial decision making.

Brain

Guidance

Know where to get appropriate advice.

At KBR Retirement & Investment Solutions, my commitment to my clients is always the same—develop, implement & monitor a time-tested plan for both pre-retirees & retirees to assure their goals always remain on track.

– Bernie Ross

What You'll Learn Available for a limited time only, this free report can help you get answers to these important questions: Consider the pros and cons of a rollover. What types of distributions can be rolled to a 401k? What is the difference between a direct and 60 day rollover? What is the 10% penalty yax and how to avoid it? Should I roll to a Roth IRA?

What You'll Learn

Available for a limited time only, this free report can help you get answers to these important questions:

  • Consider the pros and cons of a rollover.
  • What types of distributions can be rolled to a 401k?
  • What is the difference between a direct and 60 day rollover?
  • What is the 10% penalty yax and how to avoid it?
  • Should I roll to a Roth IRA?

 

CLAIM YOUR FREE REPORT!

Find out how you can protect and preserve
your retirement nest egg.

View your free report and learn more today!

Leave this empty:

 

By providing and submitting your contact information, you consent to be contacted by KBR Retirement & Investment Solutions.

Sponsored By

Bernie Ross

Bernie Ross is dedicated to providing personalized, comprehensive services pre-retirees and retirees need in pursuing their financial goals. "I provide pre-retirees with investment and savings strategies to prepare adequately for retirement, college savings and life insurance planning needs and Retirees with investment and estate planning solutions and a fundamental income planning strategy for spending down their retirement assets without outliving their savings and income needs.”

Holder of a B.A. in Economics from the University of Massachusetts, Bernie entered financial services in 1997 and has in-depth knowledge that comes from many years of experience guiding clients toward their financial goals. As an independent advisor, Bernie works exclusively for clients, not for financial companies or brokerages. This allows him to put his clients' best interests first.

Away from work, Bernie is active in his community, He has spent many years coaching youth baseball and is involved in numerous local based groups and organizations serving on boards of directors and always as an active community supporter & citizen. He enjoys many outdoor activities such as snowmobiling, ATV-ing, kayaking, hiking, boating, motorcycles and, above all, spending time with his wife and family.