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The Truth About Auto-Portability
PenChecks 
[Opinion] June 11, 2025 "Articles or marketing pieces supporting auto-portability appear to rely on two faulty strategies. Remove those misconceptions and you realize that auto-portability is not significantly better than existing automatic rollover IRA programs.... For the 55% who cash out completely, auto-portability does not help because the balances have not moved from the 'transfer out' plan to an automatic rollover IRA first." MORE >> |
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