7 steps to move your retirement money without penalties, tax surprises, or costly mistakes — in plain English, completely free.
What’s inside the checklist
- Step 1: Confirm your rollover is eligible — not all accounts qualify the same way
- Step 2: Choose direct vs. indirect rollover and why it matters for your taxes
- Step 3: Open your new IRA account before you request the transfer
- Step 4: Request the rollover from your old plan the right way
- Step 5: Avoid the 20% withholding trap that catches most people off guard
- Step 6: Confirm the transfer and what to do if something goes wrong
- Step 7: Invest your funds — don’t leave them sitting as uninvested cash
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Why this checklist exists
Most people going through an IRA rollover have never done it before. The process looks simple but has several traps — a missed 60-day window, a withheld 20% that becomes taxable, or rolling over a Required Minimum Distribution by mistake — that can cost thousands of dollars in unnecessary taxes and penalties.
This checklist was created to give you a clear, step-by-step sequence so nothing gets missed. It takes about 5 minutes to read and can save you from the most common expensive mistakes.
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Bonus included
Everyone who downloads the checklist also receives a copy of The No-Guru Guide — a 30-page honest beginner’s guide to making money online using free tools. Valued at $17, included free with your checklist download.
What happens after you sign up
- You receive an email immediately with a download link for the Safe IRA Rollover Checklist
- A second email arrives with The No-Guru Guide bonus
- Occasional guides and updates from Safe IRA Rollover — unsubscribe any time
| Already done your rollover? Browse the blog for platform reviews, retirement planning guides, and tools to help your money grow once it’s in your new IRA. |
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