Personal Finance: 401(k) : How to Avoid Penalties With a 401(k) Rollover

Avoiding penalties with a 401(k) rollover requires getting advice from a qualified tax advisor, thoroughly researching the new location for 401(k) money and collecting the IRS paperwork necessary from that new institution. Move over 401(k) money seamlessly, checking its status at least quarterly, withtips from an investment professional in this free video on personal finance. Expert: Phillip Beningoso Contact: www.wearehdtv.com Bio: Phillip Beningoso has a bachelor’s of arts degree with a …

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Personal Finance: 401(k) : How to Avoid Penalties With a 401(k) Rollover

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