401k Rollover Pitfalls to Avoid

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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! >>

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.

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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

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.

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 help ensure their goals always remain on track.

– Bernie Ross

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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 tax 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 tax and how to avoid it?
Should I roll to a Roth IRA?

pdf
/files/86891/Pitfalls to avoid 401 (k) Rollover.pdf

5 Reasons to Work with a Financial Advisor

A financial advisor can answer questions about your specific financial needs.
Having someone who monitors the financial markets every day for you can be helpful. After all, you hire people to do things like cut your hair, fix your car, and tend to medical issues. Why not get some help when dealing with important financial issues?
The financial world gets more intricate every day, and legislative changes can have a substantial impact on your investment and tax planning strategy. A financial advisor can monitor these developments on an ongoing basis and assess how they might affect your portfolio.
A financial advisor can help you see the big picture and help ensure that the various aspects of your financial life are integrated in a way that makes sense for you.
If you already have a financial plan, a financial advisor can act as a sounding board, giving you a reality check to make sure your assumptions and expectations are realistic.

Note: There is no guarantee that working with a financial advisor will improve investment results.

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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.

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