Rollover right, and retire with confidence! This podcast cuts through the confusion, exposing common traps like early withdrawal penalties and tax surprises. Discover pro tips for seamless transfers and maximizing your nest egg.

Avoiding 401(k) and 403(b) Rollover Mistakes

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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Avoiding 401(k) and 403(b) Rollover Mistakes

Avoiding 401(k) and 403(b) Rollover Mistakes