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A 401(k) is a key piece of many Americans’ retirement strategies. Accordingly, if you need to roll over your 401(k), you should do so with an abundance of caution.
With 401(k) rollovers, there are many things to consider: The 60-day distribution rule, avoiding IRS penalties and full taxation, and why a direct rollover may be your most mistake-proof option.
If a job switch is on the horizon, or if your retirement is drawing closer, consider meeting with a financial services professional to get a better understanding of the nuances and rules that come with 401(k) rollovers.