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IRA/401(k) Rollovers
If you roll over your Traditional IRA, 401(k) or other qualified plan, there are some common mistakes to avoid. If you don't, you could face unnecessary taxes and penalties. You should consider a direct transfer or direct rollover from institution instead of indirect rollover.
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 Securities and investments advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Tax services offered by Rich Morris are independent of SagePoint Financial, Inc. Insurance services offered through First Financial Investments and Insurance.  All entities listed are unaffiliated.
 
Bob Frank is licensed in the following states; AR, AZ, CO, FL, IA, IL, KS, MD, NE, NJ, OK, OR, and SD. Rich Morris is licensed in the following states: CO, IA, IN, KS, MA, NE, and NY.
 


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