One Rule, Big Risk: Avoiding Costly IRA Rollover Errors

What if one overlooked rule could cost you thousands in retirement? In this episode of Retirement Readiness with Brigette Engstrom, powered by Blue Monarch Financial Services, Bridget dives into the critical—but-often misunderstood—rules around IRA rollovers. From the 60-day deadline to the one-year waiting rule, and financial near-misses, to highlight how small missteps can lead to big penalties. Brigette shares practical guidance on avoiding rollover mistakes, understanding Roth conversion timelines, and navigating required minimum distributions (RMDs). Whether you're changing jobs or planning your retirement, this episode equips you with the clarity and confidence to protect your hard-earned savings.

Get guidance now at www.bluemonarchfinancial.com and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial.

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