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.

Jul 29, 2024 · To conduct a direct rollover, you need to ask your plan administrator to draft a check and send it directly to the new plan. In IRA-to-IRA transfers, the trustee from one plan sends the...

Discover the wide range of investment options, support, and guidance needed in choosing which Fidelity Rollover IRA is right for you.

Mar 4, 2024 · Learn all about direct rollovers and how they can help you transfer your retirement funds without tax penalties. Read on for more information.

This is when you roll over money directly from a 401 (k), 403 (b), or 457 (b) into a traditional IRA or vice versa. You never receive the money, as it is directly transferred to the new account custodian.

Learn how to roll over your IRA and the rules you must follow when you're transferring this type of retirement account. Weigh the pros and cons of a rollover.

A direct rollover is the movement of retirement assets from an employer retirement plan or similar plan directly into another retirement plan, such as an IRA.

Nov 7, 2025 · Switching jobs? Learn how initiating a direct rollover can move your 401 (k) to an IRA tax-free and penalty-free.

Dec 24, 2025 · Planning an IRA rollover? Understand the crucial 60-day and one-per-year rules for direct and indirect rollovers to avoid costly tax penalties.

Apr 15, 2025 · Thinking about moving your retirement savings into an IRA? An IRA rollover can help you maintain tax advantages while giving you more control over your investments. Learn how rollovers …