Tag: IRA rollover

IRA Rollover Mistakes Can Be Irrevocable

IRA rollover mistakes are easy to make and could be impossible to correct. It’s worth understanding that every time IRA or 401(k) money is touched, it’s a gamble for those who don’t know what they’re doing.

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TO ROLL? OR, NOT TO ROLL….

Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord?  In a previous post, I had talked about pension options – worth reviewing if that’s

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