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A surprising amount of retirement savings turns into pre-retirement spending (and taxes) for no reason other than the complexity of the rollover process. This week, we’d like to know your thoughts on, and experience with, that process – and if you’re one of the first 100 respondents, you could win a free registration to the 2020 NAPA 401(k) Summit!
Concerns about leakage continue to pop up in headlines (even ours) – and, while it’s hardly a new or unique problem, it’s arguably a much bigger hole in the nation’s retirement security than the impact of student debt (which, to my eyes, anyway, has garnered a lot more attention).
This week, we’d like to know about your experience with rollovers – both roll-outs and roll-ins – not to mention your familiarity or experience with a (still relatively) new alternative to deal with leakage.
Oh – and let’s not forget that if you’re one of the first 100 to respond, you’ll be eligible to win a free registration to the 2020 NAPA 401(k) Summit (April 26-28 – more info at www.napasummit.org).
You can respond to this week’s NAPA-Net reader poll at https://www.surveymonkey.com/r/NNRP111119
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