A rollover looks simple, until a wrong box triggers taxes, penalties, or a 20% withholding surprise. This free guide walks you through it step by step so your money moves clean.
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The rules around 401(k) and IRA rollovers are unforgiving: miss a deadline or check the wrong option and the IRS treats it as a taxable distribution. Done right, a rollover is seamless and tax-free. This guide keeps you on the right side of every rule.
Why a direct rollover avoids the automatic 20% withholding trap.
The deadlines that turn a rollover into a taxable event.
How to choose the right home for your old plan.
Company stock in your 401(k)? A special rule can save big.
Spot high-cost options and keep more invested.
Simplify accounts and make sure the right people inherit.
Instant PDF, plus a copy in your inbox to keep.
Plain-English, no jargon, just the exact moves that matter.
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