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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
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  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

Tag: Rollover mistakes

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Rolling Over An Old 401(k)? Watch Out for These Gotchas.

3 Block Women shown with horizontal lines connecting them. Above are the symbols 4 0 1 (k) in green lettering.

Earlier this year, a client rolled over an old 401(k) into her IRAs at TD Ameritrade (where we manage our clients’ investments). She received, correctly, two checks from her 401(k): one for her pre-tax 401(k) account and one for her Roth 401(k) account. She mailed both of those checks to TD Ameritrade…and they were both automatically dumped into her traditional IRA.

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401(k) IRA Rollover 401(k) Rollover mistakes Roth IRA
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