5 Ways to Avoid This Costly 401k Rollover Mistake

Every retiree will face a key issue when rolling over a 401k (or other company plan) to an IRA. BUT, there are things you can do to minimize this rollover cost to your retirement plan. Watch this video to learn more. If you're looking for additional help building a retirement you can have confidence in, you can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. 0:00 5 Ways to Avoid This Costly 401k Rollover Mistake 0:14 Rollover or Keep Money in Your 401k? 1:08 The Common Problem with a 401k Rollover 3:13 Strategy #1 3:51 Strategy #2 5:20 Strategy #3 6:05 Strategy #4 6:53 Strategy #5 9:01 BONUS Tip - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...