IRA Critical Mistakes

IRA

CRITICAL MISTAKE #1

Not Considering Hyper-Funding 
Your 401k Using 
In-Plan Roth Conversions

IRA

CRITICAL MISTAKE #2

Not Considering Rolling Existing 
401k After-Tax Contributions 
to a Roth IRA

IRA

CRITICAL MISTAKE #3

Have Employer Stock in 401k?
Do This Before
Rollover to IRA

IRA

CRITICAL MISTAKE #4

Have Employer Stock in 401k?
Do This Before
Selling Shares

IRA

CRITICAL MISTAKE #5

Have Employer Stock in 401k?
Do This Before
Withdrawing Funds

IRA

CRITICAL MISTAKE #6

Have Employer Stock in 401k?
Do This If
Stock Sharply Declines

IRA

CRITICAL MISTAKE #7

Not Considering
Super-Funding Your
Health Savings Account

IRA

CRITICAL MISTAKE #8

5 Mistakes to Avoid
When Naming Your
IRA Beneficiaries

IRA

CRITICAL MISTAKE #9

Do This First Before
Rolling Over 401k to IRA
before 59.5

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