Your Retirement Playbook with Joe Clark, CFP.
In this segment, we will cover: Reverse rollover pitfalls and possibilities

Moving money from a 401K into an IRA makes sense, but sometimes you have to reverse your decision.

Your Retirement Playbook” is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements and The Better Giver. Your Retirement Playbook is brought to you by Financial Enhancement Group, LLC. We have five Indiana locations and take care of families in 32 states. For 25 years, we have helped families prepare for retirement and navigate all that comes along the journey. Our trademarked approach, the Family Focus® process, revolves around the 5 Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) that we believe are the cornerstones to a successful retirement. Our process is family-focused, simple, and works with your changing needs and goals.

Simply put, we help reduce financial regrets!

Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com.

P.S. Do you have a question for Joe? Submit it here at talktoFEG@yourlifeafterwork.com.
#taxplanning #lifeplanning #retirement #riskmanagement #investment

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