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

NerdWallet's Smart Money Podcast

CHAPTER

The Rollover Reality: Simplifying Retirement Accounts

This chapter explores the significance of rolling over retirement accounts for financial consolidation and ease of management. The discussion includes personal anecdotes about the challenges of the rollover process and the benefits of having retirement funds in one location. Emphasizing informed decision-making, the chapter highlights the complexities involved while acknowledging the advantages of flexibility in investment options.

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