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0:47
YouTube
Justin Pritchard, CFP® on Retirement Planning
401(k) Rollover Mistakes: What to Check Before Moving to an IRA
What are some of the pitfalls of rolling over to an IRA? Moving retirement savings from an old 401(k), 403(b), TSP, or 457(b) plan into an IRA can be a smart move, but there are exceptions. Some workplace retirement plans come with features that may be hard to replace. One example is the so-called “rule of 55,” which may allow penalty-free ...
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