American Network of Financial Education

Empowering every American to take control
of their financial and retirement future.

Empowering every American to take control of their financial and retirement future.

David Royer

10 Mistakes that can Derail Your Retirement Plans:

By

  1. Not Understanding how the SECURE Act and the CARES ACT can Affect Your Retirement
  2. Missing a Required Minimum Distribution (RMD) will result in a 50% Excise Tax
  3. Not Properly Designating Beneficiaries
  4. Not knowing The IRA- 401k Rollover Rules
  5. Having Too Much of Your IRA – 401k at Risk
  6. Overpaying Fees and Loads on Your IRA, 401k, 403b and TSP Plans 
  7. Not Taking Advantage of Tax Savings Strategies
  8. Not Considering Rolling Your 401k, 403b, TSP and other Retirement Accounts to a More Flexible IRA
  9. Having Too Many Retirement Accounts to Keep Track Of
  10. Not getting a Second Opinion from someone that Specializes in IRA – 401k Planning
Request a Copy

Top Ten IRA Mistakes Book

Adult Financial Education Is More Important Now than Ever during this Unprecedented Time We Are Living In.

By

  • 401k Plans have replaced Defined Benefit Pension Plans.
  • 10,000 BOOMERS make IRA/401k Rollover Decisions Every Day.
  • Over 70% of 401k, 403b, TSP Plans allow In-Service Rollovers After Age 59½.
  • Approximately 4,000 seniors are turning 72 Every Day and must start taking their Taxable Required Minimum Distributions.
  • There is approximately $32 Trillion in Americans’ Retirement Accounts.* 
  • According to LIMRA, the IRA Rollover Market will increase to $600 Billion in 2020.

The American Network of Financial Education offers adult financial education via video and written educational material so that you can remain safe while planning for a rewarding retirement.

*According the Investment Company Institute