Unlocking the Benefits of a Reverse Rollover Strategy
March 15, 2021 by Robert Bloink and William H. Byrnes
The Labor Department’s recently released investment advice fiduciary standard has highlighted the importance of rollover decisions when it comes to retirement planning.
When most clients think of rollovers, they think of the traditional 401(k)-to-IRA rollover — rollovers that might be employed several times throughout a typical client’s career, as they change employers over the years. The IRA-to-401(k) rollover — or reverse rollover — receives significantly less attention.