If you’re switching employers or seeking to benefit from the tax advantages of a traditional or Roth IRA, you may want to consider rolling over your retirement savings into an IRA.

One strategy is the ’60-day rollover,’ where you receive funds from your retirement account and must redeposit them into another account within 60 days. However, this process can be tricky and prone to costly mistakes.

Make sure to watch this video featuring our Senior Financial Advisor, Dan Vredeveld, CFP, that covers 5 key tips to help you navigate this and avoid common errors!

If you need assistance, we’re here to help—reach out to us for expert guidance every step of the way!

Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This communication is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.