Mistakes in rolling over retirement assets may be costly. Some funds are rollover-eligible. Some are not. Roll over the wrong funds (except for “after-tax” funds) and they might be subject to a 10% early distribution penalty, plus the entire transaction may be taxable. Here is a checklist that may help you.
Read More565 Brunswick Rd Ste 15
Grass Valley, CA, 95945
(800) 399-5489
Ostrofe Financial Consultants, Inc., is the oldest and largest S.E.C. fee-based, Nevada County-based Registered Investment Advisor (by asset size, based on research 11/14 at www.adviserinfo.sec.gov) located in Grass Valley, California