401k

If you want to keep your investments safe and organized, a retirement account rollover is critical to that success. After leaving your employer, rolling over your 401k sounds like a simple enough practice, right?

Maybe in theory, but the steps to a 401k rollover are riddled with a complicated process and rules set for us by the IRS. This has led to a lot of confusion that has unfortunately deterred a lot of people from taking this very important step in their financial planning.