Strategies to Avoid 401(k) Rollover Mistakes

The tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets.
If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly!
This guide will cover:
  • Strategies to avoid an IRS penalty and full taxation
  • The little-known weapon you can use
  • Why a direct rollover may be your most mistake-proof option
  • How to ensure your account stays with you
  • Why one move could be your last
Request your Guide to
Avoiding 401(k) Rollover Mistakes today!

* indicates a required field.

111 2nd Ave NE , Suite 536
St. Petersburg, FL 33701
813-569-9222

All written content on this site is for information purposes only. Opinions expressed herein are solely those of [Firm Name] and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Bayshore Financial Solutions, LLC a Registered Investment Advisor in the State of Florida.
Insurance products and services are offered through Bayshore Retirement Solutions, an affiliated company. Bayshore Financial Solutions, LLC and Bayshore Retirement Solutions are not affiliated with or endorsed by the Social Security Administration or any other government agency.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

Copyright © 2022