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American Network of Financial Education

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of their financial and retirement future.

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

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10 Mistakes that can Derail Your Retirement Plans:

July 1, 2020 By David Royer

  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
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10 Mistakes that can Derail Your Retirement Plans

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American Network of Financial Education (ANOFE) was formed in 2020 in response to the Coronavirus that limited many pre-retires and retired persons from receiving timely and accurate information and education regarding retirement and income planning. Our experienced independent investment advisors and local licensed providers provide ongoing educational training workshops for our members, clients and their families.

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