Free 401(k) rollover 
10- Point Checklist

Attention Baby Boomers: Read this checklist BEFORE you rollover your 401(k) into an IRA. 

  • Learn how to roll over your 401(k) the right way to continue deferring taxes
  • Find out the correct steps (in the correct order) you must take to make sure you don't pay a 10% penalty to the IRS
  • Discover the 2 types of rollovers, and how one of them may seriously hurt your IRA retirement nest egg

The FREE 401(k) Rollover 10-Point Checklist will be sent to the
email address you submit above!