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IRA Rollover Mistakes to Avoid

Rollovers to and from IRAs are a valuable financial planning strategy in different situations. From Roth conversions to spousal rollovers, there is a multitude of rules that should be followed in each scenario. It’s important to make sure you avoid certain mistakes when you want to execute a rollover. Timestamps: 00:00 – Introduction 00:48 – What Is a Rollover? 02:29 – Rollovers Can Get Complicated 03:56 – Ed Slott’s Top 10 IRA Rollover Mistakes 04:49 – Looking Out for the IRA Time Bomb 07:10 – The Once-Per-Year Rule 08:57 – Inherited IRAs 11:45 – Moving Money from a Qaulified Plan to an IRA 16:20 – After Tax Rollovers 21:19 – What We Learned Today IRA Help Website: https://irahelp.com Retirement Plan Checklist: https://bit.ly/3v6Hkr3 Tax Reduction Strategies: https://bit.ly/3TeL3uv Become a Rothaholic: https://bit.ly/3IC4Gba Financial Planning Tool: https://bit.ly/3T8tXOQ Meet with Us: https://bit.ly/43x9Hvr Ed Slott’s Latest Podcast with Us –    • Understanding the SECURE Act 2.0 | Ep. 83 ...   4 Big Tax Mistakes to Avoid in Retirement:    • 4 Big Tax Mistakes Retirees Need to Avoid   5 Money Mistakes to Avoid in Retirement:    • 5 Money Mistakes to Avoid in Retirement   Rules for Inherited IRA Distributions:    • Rules for Inherited IRA Distributions - Am...   Must-Knows for Couples Retirement Planning:    • Must-Knows for Couples Retirement Planning...   Bad Retirement Planning Habits to Avoid:    • Bad Retirement Planning Habits to Avoid   In-Plan Roth Conversions for 401(k)s:    • Maximizing In-Plan Roth Conversions for 40...   ________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.