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401(k) Rollover Options!

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Wise Phenomenal
Wise Phenomenal
17 Jul 2021

When you’re contemplating a career change, one of the most important decisions you’ll have to make is what to do with the retirement savings you’ve accumulated. If you contributed to a 401(k), 403(b) or a similar employer-sponsored plan, transferring it to another qualified account is the easiest way to take it with you. Rolling your account over is fairly straightforward but there are a few basic rules to keep in mind to avoid a potentially costly rollover mistake. We will cover them in this video.
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