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Contenido proporcionado por On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA

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Manage episode 238066443 series 2310214
Contenido proporcionado por On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good!
You’ll learn:
- What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts.
- What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it.
- The 5 Simple Steps to follow so that you can avoid these 60-Day rollover mistakes.
FREE GIVE:
#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…
https://group10financial.lpages.co/on-the-money-retirement-toolkit/
Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episodios

Artwork
iconCompartir
 
Manage episode 238066443 series 2310214
Contenido proporcionado por On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente On The Money with Jerry and Nick Royer Show, On The Money with Jerry, and Nick Royer Show o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good!
You’ll learn:
- What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts.
- What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it.
- The 5 Simple Steps to follow so that you can avoid these 60-Day rollover mistakes.
FREE GIVE:
#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…
https://group10financial.lpages.co/on-the-money-retirement-toolkit/
Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

  continue reading

93 episodios

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