top of page

Avoid These 3 Costly 401(k) to IRA Rollover Mistakes

December 6, 2025

Whether you’ve switched jobs or you’ve just retired, you may be looking at rolling over your 401(k) balance to an IRA. It should be a simple enough process, right? Well, there’s several mistakes you need to avoid that could otherwise cost you big in taxes and penalties. Jared Kenney, Wealth Advisor with The Noble Group, explains the three costliest mistakes – and how to avoid them.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

bottom of page