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Six Potential 401(k) Rollover Pitfalls Johnston Investment Counsel Gregory A. Johnston, CFA, CFP, PFC, AIF President & Chief Investment Officer 2714 N. Knoxville Peoria, IL 61604 3096743330 Johnston
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How to fill out six potential 401k rollover

01
Gather all the necessary documents related to your existing 401k accounts.
02
Research and compare different financial institutions that offer 401k rollovers.
03
Choose the financial institution that best suits your needs and requirements.
04
Contact the chosen financial institution and inform them about your intention to initiate a 401k rollover.
05
Provide the necessary information and documents requested by the financial institution.
06
Follow the instructions provided by the financial institution to complete the rollover process.

Who needs six potential 401k rollover?

01
Individuals who have multiple 401k accounts from previous employers.
02
Individuals who want to consolidate their retirement savings into a single account.
03
Individuals who want to take advantage of better investment options or lower fees offered by a different financial institution.
04
Individuals who want to have more control over their retirement savings and investment decisions.
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A 401k rollover is when you transfer funds from one retirement account to another, typically from a previous employer's 401k plan to an individual retirement account (IRA) or a new employer's 401k plan.
Individuals who have left a job where they had a 401k plan and want to transfer the funds to a new account are required to file for a 401k rollover.
To fill out a 401k rollover, individuals typically need to contact their old employer's retirement plan administrator and request a direct transfer of the funds to the new account.
The purpose of a 401k rollover is to consolidate retirement accounts, avoid penalties for early withdrawal, and continue to grow retirement savings tax-free.
When filing for a 401k rollover, individuals must report their personal information, the amount of funds being transferred, and the details of the old and new accounts.
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