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.

Apr 30, 2025 · Traditional IRA: A rollover into a traditional IRA account offers the benefit of tax-deductible contributions, tax-deferred growth, and a wide range of investment options.

Jul 29, 2025 · 4 options for an old 401 (k): Keep it with your old employer's plan, roll over the money into an IRA, roll over into a new employer's plan (including plans for self-employed and small …

Sep 3, 2024 · Direct Rollover vs. Indirect Rollover: Which One Is Better? Okay, once you decide to roll money from one account to another, you have two options on how to do the transfer: a direct rollover …

Aug 24, 2025 · To roll over a 401 (k) to another 401 (k), contact the plan administrator affiliated with your new employer. There are two types of rollovers: direct and indirect. We explain how both work...

Dec 26, 2024 · If you opt to roll over your existing 401 (k), you’ll have two options to complete the process: a direct rollover or an indirect rollover. In a direct rollover, the administrator of your older …

Sep 5, 2024 · Learn about all 401 (k) rollover options, how rollovers work and which option fits your financial goals best.

Consider all your options, including taxes, fees, and expenses, before moving money between accounts. Assess all benefits of current accounts before moving money. Moving your funds from an old 401 (k) …

Choosing the right rollover option now can help simplify your finances, reduce fees, and maximize your retirement potential. What are your choices for a rollover? When deciding what to do with an old 401 …

To complete this process, you'll need to choose between one of two funding options available to you: Direct Rollover and Indirect Rollover. A direct rollover requires your prior plan administrator to send a …