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.

4114 Woodlands Pkwy, Ste. 303B
Palm Harbor, FL 34685
727-799-1701

 Maggi Investment Services, LLC does not sell or knowingly transmit information to other sources. Any email inquiries or information collected from this website will be used solely for communication purposes and will not be added to any opt in mailing lists or sold to any third party. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Maggi Investment Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Maggi Investment Services, LLC a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Maggi Tax Advisory & Financial Group. Maggi Investment Services, LLC and Maggi Tax Advisory & Financial Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Maggi Investment Services, LLC, Maggi Tax Advisory & Financial Group, Robert Maggi and Christopher Maggi are not affiliated with or endorsed by the Social Security Administration or any government agency. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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

Copyright © 2020