A rollover is typically the transfer of holdings from one retirement plan to another without creating a taxable event.
The 60-day rollover rule allows for tax- and penalty-free rollovers from one retirement plan to another. Learn how 60-day rollover rules work and how to use them.
An IRA rollover is a transfer of funds from a retirement account, such as a 401(k), into an IRA.
Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate investing products to write unbiased product reviews. When leaving a place of employment, you must decide what to do with your old 401(k) plan. Technically, you can leave your retirement savings in your old 401(k) retirement plan, but you could end up paying over...
Moving—or rolling over—your savings from an employer retirement plan into an Individual Retirement Account (IRA) can make growing, managing, and monitoring your investments easier.
How to roll over your 401(k) · What is a 401(k) rollover? · Overview: How to start a 401(k) rollover · What to do if you have an existing 401(k) at your previous employer · The pros and cons of rolling over your 401(k) · Other items to consider · 401(k) rollover FAQs
Account Minimum : $0, Fees : 0%; robo-advice: $0 for balances under $10,000; $3/month for balances between $10,000 and $49,999; 0.35% for balances over $50,000, Account Types : Traditional IRAs, Roth IRAs, rollover IRAs, Roth IRA for Kids, SEP IRAs, and SIMPLE IRAs
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.
A rollover IRA is an account that allows for the transfer of assets from an old employer-sponsored retirement account to a traditional IRA.
You may be leaving a job and need to do something with your retirement savings. Or you may have old retirement accounts to consolidate. Whatever the reason, completing a rollover can help.