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