401k Rollovers

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Always remember you are speaking to a generic public audience. (DO NOT GIVE ADVICE!) In these videos, your goal is to teach and/or explain, not to advise!

What is your typical process when a client with a 401k is changing jobs?
What are some of the implications of rolling over a 401k into an IRA?
Explain the difference between a direct and indirect rollover? What are issues that can arise?
What are the potential penalties or fees for rolling over my 401k?

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