Eight Things You Need to Know Before you Rollover Your 401(k)
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If you’re ready to have clarity and thrive in your retirement, then you’ve come to the right place.
My FREE Book, "Rollover Mistakes Retirees Make" – reveals the 8 things you need to know before you rollover your 401k to save your retirement from the Wall Street Propaganda Machine.
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ABOUT THE AUTHOR:
CHARLES WINFREY
As the Senior Advisor at The Rollover Company, Charles Winfrey is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Charles got his start in the industry in 1995, working for First American Bank where he worked as a personal banker until he moved to John Hancock Financial Services in 1999. Then in 2001, after realizing there was a better way to assist those preparing for retirement, he started his own company. His business philosophy is simple: to help clients increase cash flow and net worth, while also minimizing the taxes they incur.
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Investment advisory services offered through Brookstone Capital Management, LLC (BCM),a Registered Investment Advisor.
The Rollover Company, Inc. and BCM are independent of each other.
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