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Sara Kelin

Most Flexible 401K Rollover Options - 0 views

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    One of your most flexible 401k rollover options is moving your full account value into a rollover IRA. An IRA gives you greater freedom in choosing investments than a 401k rollover option.
Sara Kelin

401k Rollover Options - Avoid Cash Distributions! - 0 views

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    If your employer offers a retirement plan as part of their benefits package, this will be the basis for your 401k rollover options.
Sara Kelin

Initiating a 401k to IRA Direct Rollover - 0 views

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    According to current IRA rollover rules, the new account trustee will probably have some forms for you to complete. As far as financial transactions go, the process will be fairly painless, although you should complete the paperwork with care and review the forms before submitting them.
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    Choose best options for 401k to IRA Direct Rollover plans......
Sara Kelin

Avoid Unnecessary IRA Rollover Tax Penalties - 0 views

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    Best thing you can do to avoid unnecessary rollover IRA taxes is to go over all of the options with your financial advisor. It helps in deciding which rollover option will yield you the best results, without any unnecessary IRA rollover taxes.
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