Getting ready for retirement? Before you roll over your 401(k), 403(b), or TSP into an IRA, there are critical rules you need to know! In today’s video, I’m walking you through the key IRA rules that can save you money, reduce stress, and help you build a smarter retirement plan.
We’ll cover:
✅ How to properly roll over your retirement plan into an IRA
✅ When you must start Required Minimum Distributions (RMDs)
✅ How Roth IRAs and Traditional IRAs are taxed differently
✅ The magic age of 59½ for penalty-free withdrawals
✅ Why a Roth conversion might be a powerful retirement move
✅ And a bonus tip about updating your beneficiaries! Whether you’re in your late 50s, early 60s, or beyond — knowing these rules will help you retire with confidence.
