Find out how and when to roll over your retirement plan or IRA to another retirement plan or IRA. Review a chart of allowable rollover transactions.

Aug 25, 2025 · The easiest and safest way to roll over your 401 (k) into an IRA is with a direct rollover from the financial institution that manages your 401 (k) plan to the one that will be...

Dec 21, 2025 · Roll over to an IRA. There are plenty of pros and cons to these options, but let's take a close look at when rolling your workplace 401 (k) into an IRA may make sense for you.

To rollover 401 (k) funds, there are two options: You can complete a 401 (k) rollover to IRA through a direct rollover or indirect rollover. Let’s walk through each way to roll a 401 (k) to IRA:

Nov 14, 2025 · When you change jobs, you need to decide what to do with your old 401 (k). If your new employer’s plan charges high fees or offers a thin selection of expensive mutual …

Jun 4, 2025 · Learn how to roll over a 401 (k) to an IRA or a new plan. Understand the steps, tax rules, and how to avoid penalties. A 401 (k) rollover allows you to transfer your retirement …

We broke it down into steps when moving an old 401k into a Rollover IRA which can help you keep a consolidated view of your investments.

Whether you’re retiring, changing to a new job or just taking some time off, knowing how to roll over a 401 (k) to an IRA is crucial. Read all about the process.

Feb 20, 2025 · Rolling over a 401 (k) to an IRA allows you to move funds from your previous employer’s retirement plan into an IRA.

Sep 30, 2025 · Give your money a fresh start by rolling it over into an IRA. What is a rollover? A rollover is when you move money from an employer-sponsored plan, such as a 401 (k) or 403 …