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WCI #304: Roth's, 401(k)s and 529s

White Coat Investor Podcast

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Do You Have to Do a Rollover?

Never, never do a rollover. Technically, a rollover is when you take possession of the money and then you've only got 60 days to get it into the other accounts. What you want to do is just contact the institution that it's going to and have them pull the money over directly. They might take longer than 60 days. Usually happens in about three weeks but then you never take possession of it.

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