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Retirement Rollover Ready? Rules, Risks, and Rewards of 401k and IRA Transfers

NerdWallet's Smart Money Podcast

CHAPTER

Navigating Retirement Account Rollovers

This chapter delves into the methods of rolling over retirement accounts, contrasting direct and indirect rollovers while outlining their respective advantages and disadvantages. It also shares personal anecdotes to illustrate the emotional and logistical challenges involved in managing substantial retirement funds. Furthermore, the conversation sheds light on the tax implications and strategies for effectively consolidating various retirement accounts.

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