IRA Rollovers

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share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

No Rollover Plan
Failing to plan your rollover can lead to tax penalties, missed opportunities, and lost growth potential.

Early Withdrawals
Taking money out too soon triggers heavy tax penalties, eroding your retirement savings faster than anticipated.

Ignoring Beneficiaries
Forgetting to update beneficiaries can cause legal issues and delay payouts, leaving loved ones in financial distress.

Improper Transfers
Using a distribution instead of a direct rollover can lead to withholding taxes and costly penalties, reducing retirement funds.

Required Minimum Distributions
Failing to take RMDs after age 73 can result in steep penalties, reducing your retirement account balance.

Ignoring Roth Conversions
Not considering a Roth conversion can lead to higher taxes later, reducing your flexibility in retirement.

Employer Advice
Over-relying on employer-provided advice can lead to biased decisions that don’t align with your financial needs.

Professional Help
DIY retirement planning can lead to costly mistakes due to lack of expertise in tax laws and investment strategies.

Overlooking Tax Impact
Neglecting to consider tax implications can cause unexpected liabilities, diminishing your retirement income.

Additional Resources

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.