How to Avoid the “Rollover Trap”

Filbrandt Reports
Volume 17, Issue 12

Report Summary:

  • Retired professors, or those who are close to retirement, are often approached to roll their retirement account into an IRA.
  • Contrary to common belief, there is no requirement to move  money out of your university retirement account when you retire.
  • Moving your money out of university plans can cost more in fees than leaving them in place.

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Volume 17, Issue 12

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