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 …

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.

Sep 3, 2024 · What Is a 401 (k) Rollover? A 401 (k) rollover simply allows you to transfer your retirement savings from a 401 (k) you had at a previous job into an IRA or another 401 (k) with your new …

2 days ago · 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.

Aug 24, 2025 · Converting from a traditional 401 (k) to a Roth IRA or Roth 401 (k) will mean paying income taxes on the balance in the year you make the rollover. Another option: you could leave your...

Oct 7, 2025 · A 401 (k) rollover occurs when you move funds from an old 401 (k) to a new 401 (k) or individual retirement account (IRA). Here is a bird's-eye view of the steps to roll over a 401...

Apr 15, 2024 · If a position you leave comes with a retirement account, you may want to or need to do something with those savings. One option is to complete a rollover of your retirement funds into …

May 21, 2025 · In this 401 (k) rollover guide, we'll walk you through how to roll over a 401 (k) to an IRA and other considerations related to this retirement planning issue. What is a 401 (k)...

4 days ago · This automatic rollover can leave your retirement savings earning minimal returns in conservative investments while the stock market grows substantially. Roll Over to Your New …

Jun 2, 2025 · If you’ve recently left a job, there are several options for how to roll over your employer-sponsored 401 (k) retirement plan.