Ep.84 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules

In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table.

Set yourself up for success in 2023.

Register to get your questions answered Live by Mat and Aaron in our next Webinar!

Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding what type of account is best for you. https://directedira.com/appointment

To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit https://directedira.com/podcast

Subscribe To Video:

Subscribe To Audio: