Charles E Winfrey Jr

Rollover Mistakes Retirees Make Charles E Winfrey Jr

The ideas I share with you in this guide are based on eighteen years of real life situations, some that are probably similar to yours, that I feel can have a positive impact on your 401(k) rollover decisions. In fact, my desire to see every retiree and pre-retiree avoid these rollover mistakes is what led me to start The Rollover Company, Inc. over 15 years ago. At The Rollover Company, it is our mission and goal to help our clients avoid the rollover mistakes retirees make and we are committed to helping our clients build, protect and preserve their assets. Thank you in advance for reading my guide and I hope it helps you avoid these eight rollover mistakes retirees make.