Personal Finance: 401(k) : How to Avoid Penalties With a 401(k) Rollover

518 views · Published 31 October 2008 · 1:50 · Indexed 20 September 2026

Channel: ehow · 2008 · Howto & Style

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Avoiding penalties with a 401(k) rollover requires getting advice from a qualified tax advisor, thoroughly researching the new location for 401(k) money and collecting the IRS paperwork necessary from that new institution. Move over 401(k) money seamlessly, checking its status at least quarterly, with tips from an investment professional in this free video on personal finance.

Expert: Phillip Beningoso
Contact: www.wearehdtv.com
Bio: Phillip Beningoso has a bachelor's of arts degree with a major in finance and a minor in economics and computer sciences from Kent State University.
Filmmaker: Christopher Rokosz

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