10 important client considerations with 401(k) rollovers
Advisers need to make sure they understand where clients are coming from and how this decision will impact their retirement security.
A tremendous amount of money flows from 401(k)s to IRAs every year through rollovers as individuals retire, switch jobs or just consolidate their wealth. Financial advisers are eager to serve this marketplace due to the opportunity involved. We know that the Department of Labor is clearly concerned
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