RetirementIRA Distribution Options

Are you considering an IRA rollover? Whether you’ve recently left your employer, or you simply prefer the options an IRA has to offer, a rollover may be the right move for you. However, there are also several common pitfalls you can fall into if you don’t know how to properly execute a rollover.

Whether you’re a spouse who has inherited an IRA or you’re the retirement account owner, there are many rules to know to avoid costly penalties.

Click here to download “Top 10 IRA Rollover Mistakes.”

For professional assistance navigating retirement account rollovers, contact our office at (425) 252-4032 to schedule a time to discuss.

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