401(k) Rollover Workbook

A practical 12-page workbook to help you stay organized while comparing and completing a 401(k) rollover. Includes a printable 6-step checklist, phone scripts, a paperwork tracker, tax-season checklist, common-mistakes review, a 60-day rollover emergency worksheet, and a Traditional-vs-Roth reminder. 

What buyers receive: - SafeIRARollover_401k_Rollover_Workbook_2026.pdf - SafeIRARollover_401k_Rollover_Workbook_2026.docx (editable version) Suggested product-page bullets: - Printable 6-step rollover checklist - Phone scripts for your old plan, new employer plan, and IRA provider - Paperwork and confirmation-number tracker - Tax-season folder checklist - Common rollover mistakes checklist - 60-day rollover emergency worksheet - Traditional-to-traditional vs. Roth conversion reminder - Educational, plain-English format Button text: Get the Workbook - $19 Fulfillment note: Instant digital download after purchase. 

Support: hello@safeirarollover.com 

Refund: 7-day refund window. Contact hello@safeirarollover.com within 7 days of purchase. Any checkout-platform terms also apply. Important disclosure: Educational materials only. Not financial, tax, legal, or investment advice. Buyers should verify current IRS rules and consult qualified professionals about their own circumstances.