DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing cover image

Combining Retirement Accounts

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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Navigating Retirement Account Rollovers

This chapter delves into the complexities of combining retirement accounts, emphasizing the significance of matching account types to prevent tax issues. It also outlines the process of rolling over funds when changing jobs, supported by personal stories highlighting the benefits of lower fees and superior investment choices with IRAs.

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