• Rollovers... Why , When, How?

  • Jul 23 2024
  • Length: 12 mins
  • Podcast

Rollovers... Why , When, How?

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  • Summary

  • Drew and Jerry discuss rollovers and why someone might want to do a rollover. They cover the different reasons for rolling over, such as changing advisors or wanting more control over investments. They also explain the IRS rules for rollovers and the different ways to do a rollover without incurring taxes or penalties. The conversation touches on the importance of tax planning and the benefits of attending live events to learn more about retirement strategies. Disclaimer: Investment Advisory Services offered through Prostatis Group, LLC, dba Game Changer Wealth, a Registered Investment Adviser. The information contained in this electronic message and any attachments to this message are intended for the exclusive use of the addressee(s) and may contain confidential or privileged information. No representation is made concerning its accuracy or the completeness of the information contained in this electronic message. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. Please reply to the sender at Game Changer Wealth and destroy all copies of this message and any attachments from your system. Game Changer Wealth recommends that you do not send confidential information to us via electronic mail. Therefore, Game Changer Wealth will not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security, or instructions to conduct any other financial transaction. IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
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Economics Personal Finance
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