10 IRA/401(k) MISTAKES COSTING YOU BIG $
     HOW TO FIX IT: CLICK THE COMING ATTRACTIONS MARQUEE OR

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     ARE YOU COMMITTING ANY OF THESE DEFECTIVE JUDGMENTS?​

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    1) Not Understanding how the SECURE Act and the CARES ACT can Affect Your Retirement

 

    2) Missing a Required Minimum Distribution (RMD) resulting in a 50% Excise Tax

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    3) Not Properly Designating Beneficiaries

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    4) Not knowing The IRA / 401k Rollover Rules

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    5) Having Too Much of Your IRA / 401k at Risk

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    6) Overpaying Fees and Loads on Your IRA, 401k, 403b and TSP Plans

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    7) Not Taking Advantage of Tax Savings Strategies

 

    8) Not Considering Rolling Your 401k, 403b, TSP and other Retirement Accounts to a More Flexible IRA

   

    9) Having Too Many Retirement Accounts to Keep Track Of

 

    10) Not getting a Second Opinion from someone who Specializes in IRA / 401k Planning