1

Good point

Submitted by Philip Brewer on March 23, 2008 - 04:06.

If you screw up the details of the rollover, you can cost yourself a lot in unnecessary taxes.

The fact is, though, it's not so hard to get this right--the fact that it can be screwed up is no reason to leave your money where it is.  As Scott says, the customer service people at the fund you're moving to can give you all the details that you need to know to get it right.

Reply

Please keep the comments civil and on-topic. Abusive or inappropriate comments will be removed without warning. By posting here you agree to our terms of use.

The content of this field is kept private and will not be shown publicly.
If you leave a link (include the http:// part), your name will be linked to your homepage.

You may use some HTML for formatting: <strong>bold text</strong>, <em>italics</em>, and <a href="">for links</a>. Empty lines are automatically converted to paragraph breaks.

Or click the link above that says 'enable rich-text' to use the fancy editor.

Captcha
This question is for testing whether you are a human visitor and to prevent automated spam submissions.
5 + 3 =
Solve this simple math problem and enter the result. E.g. for 1+3, enter 4.

Have more to say? Join the discussions at Wise Bread's Finance and Frugality Forums.

Finance Blogs - Blog Top Sites