Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning
In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from a 401k to an IRA. Learn how a careful tax strategy can help you optimize your retirement savings and avoid common pitfalls with rollovers when doing your retirement planning.
Join Certified Financial Planner, Joe Franklin as he details why its a bad idea to roll a 401k to an IRA, especially for those who are under 60.
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