Top 10 IRA Mistakes That Consumers Make and How to Increase Your IRA/401k Rollover Business

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10 IRA Mistakes


David Royer shares the top 10 IRA mistakes that consumers make.

  1. Missing an RMD
  2. Not taking advantage of the Stretch option
  3. Not properly designation beneficiaries
  4. Not establishing separate accounts
  5. Too much of your IRA at risk
  6. Overpaying fees and loads
  7. Not taking advantage of tax saving strategies
  8. Not rolling 401k plans to an IRA
  9. Too many retirement accounts
  10. Not getting a second opinion

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