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Right 401(k) Rollover Steps Can Cut Costs Fund groups are eager to help you avoid expensive mistakes.(B)(PLANNING FOR RETIREMENT)
Byline: Paul Katzeff
Think you're being bombarded by advice from mutual fund families about how to handle a rollover from your 401(k) account? It's not justyour imagination.
Fund groups are working hard to advise individual investors about rollover dos and don'ts. Recent layoffs, a trend toward greater job-hopping and a looming flood of baby boomer retirements have put fund groups into high gear.
You can save money and effort by paying attention. One goal of the financialfirms is to make it easier for you to deal with rollovers.
That helps you keep your money growing inside another tax-sheltered account such as an IRA. It also involves avoiding taxes and penalties that are triggered by removing your money the wrong way from a 401(k) plan.
The second benefit is meant to help financial firms. They want to hold on toany of your money they already manage inside a 401(k) plan, whether you leave it there or move it to an IRA or another 401(k) plan at a new job.
Big bucks are at stake.
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