Suze School: The Language of Money in Retirement Accounts
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
401k and 403b Rollovers Explained
This chapter delves into the differences between direct and indirect rollovers when moving funds from a company retirement plan to an IRA. It provides step-by-step instructions on how to conduct a direct rollover, urging listeners to avoid the pitfalls of indirect rollovers to prevent tax penalties and timing issues.
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