The $170 Billion Rollover Mistake: Is Your Retirement at Risk? EP 014

Are costly mistakes quietly eroding your retirement savings? A shocking 28% of investors lose $170 BILLION yearly from one simple 401(k) rollover error,** while countless others overpay thousands in retirement taxes due to poor planning.

During this week's episode of RichLife Retirement, Melissa Kennebrew, Bruce Steinbrock and I are discussing:

✅  The common 401(k) rollover mistake** that could leave your money sitting idle for years - and how to avoid it

✅  Why standard tax preparation isn't enough - and how proactive tax planning could save you tens of thousands in retirement

✅  The critical difference between moving your money and making it work for you

✅  Real strategies you can implement before year-end to help manage your tax burden

✅  Why getting tax advice from friends, family, or social media could cost you dearly

Don't let simple mistakes derail your retirement dreams. Join us to learn how to help protect and maximize your retirement savings.

To connect with Melissa Kennebrew of MBK Financial Services, visit https://mbkfinancialservices.com/
https://www.facebook.com/MBKFinancialServices/
https://www.instagram.com/mbk.fin.svcs/

*** REFERENCE: Vanguard - The “Sticky” IRA Cash Trap https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/sticky-ira-cash-trap.html

To learn more, visit www.RichLifeAdvisors.com

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Disclosure:
Beau Henderson is an investment advisor representative with Fiduciary Capital, Inc., a registered investment advisor. Opinions expressed are for educational purposes only and do not constitute specific individual advice. RichLife Advisors does not offer legal or tax advice. Listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

Beau Henderson and RichLife Advisors are not associated with or endorsed by Medicare, the Social Security Administration, or any other government agency. Maximizing your Social Security benefits assumes foreknowledge of your date of death. Claiming later for a higher benefit may result in fewer benefits if you pass away earlier than expected. Investing in securities involves risk, including potential loss.