Avoid 401(k) Rollover Mistakes 🚨 Start Here First!

🚨 Avoid 401(k) Rollover Mistakes and secure your financial future with confidence! When it comes to retirement planning, understanding your 401(k) options is vital to protect your hard-earned savings. Do you have a plan to ensure your funds are rolled over without triggering unnecessary taxes or penalties? This video breaks down common mistakes savers make and how to avoid them. At Tony Walker Financial, we believe every decision starts with a solid GamePlan. From understanding pretax, after-tax, and Roth funds to verifying eligibility and vesting schedules, we’re here to guide you every step of the way. Savers simply HATE leaving money on the table, and that's why we focus on accuracy and detail, ensuring that you’re always in the know. #financialeducation #selfdirectedretirement #navigatingretirement #selfdirectedira #maximizingretirementincome #financialeducation #navigatingretirement #retirementcashflow #maximizingretirementincome #financialadvisor CHAPTERS: 00:00 - Importance of Eligibility Call 00:34 - Significance of Eligibility Call 01:24 - Handling Sensitive Information 02:38 - Need for Exact Income Numbers 03:42 - Thanks for Watching