Monday, February 24, 2014

Planning for Your IRA Rollover


If you’ve recently decided to execute an IRA rollover, or if you’ve just been thinking about doing so, you should know that these rollovers, while they can be beneficial, are actually quite complex and should not be enacted without the help of an experienced financial professional.

One decision you’ll have to make with an IRA rollover, for example, is how you wish to transfer your funds. You may want to write a check, or you may want to have your account custodian write a check to you; there are benefits and drawbacks to either option, as well as wise reasons for choosing either option, and knowing which choice is the right one for you is a whole lot easier with the help of a financial professional.

That decision is just one of many you’ll have to make in the rollover process, and you don’t want to make these types of important choices blindly! Seek help and advice from a financial expert at Platinum Financial Associates.

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