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Evaluating Auto Rollover IRA Providers
PenChecks
Sept. 3, 2025 "To avoid being a landfill where small balances languish, automatic rollover IRAs -- whether 'traditional' or related to auto-portability -- should be evaluated using ... three criteria. These criteria ensure that individuals aren't charged excessive fees, earn a reasonable rate of return and have access to their money and information to make better financial decisions." MORE >> |
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