Are you considering an IRA rollover? Whether you’ve recently left your employer, or you simply prefer the options an IRA has to offer, a rollover may be the right move for you. However, there are also several common pitfalls you can fall into if you don’t know how to properly execute a rollover.
Whether you’re a spouse who has inherited an IRA or you’re the retirement account owner, there are a number of rules to know to avoid costly penalties when making a rollover.
For professional assistance navigating retirement account rollovers, contact our office at 281-999-1283 to schedule a time to discuss.