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Description

Many people wish they had more diversification in their 401(k) and one way to achieve this is to rollover a portion of it to an IRA. Today we go over the common rules of this strategy and look at some situations that would be appropriate to incorporate a rollover.


 


Visit Steve Davis's website: http://www.daviswealthmgmt.com/


Phone number: (603) 715-2335


E-mail: Steve@daviswealthmgmt.com