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 …

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...

Sep 7, 2025 · If you're changing jobs, you can transfer your 401 (k) balance to a new retirement account. Be careful how you do it to avoid taxes and penalties.

Jun 20, 2025 · Master the 401 (k) transfer process during a job switch. Learn the steps, alternatives, tax and penalty implications, and your new employer's role.

How to roll over your 401 (k) directly into an IRA Having trouble viewing the PDF? Download the PDF

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.

Apr 15, 2024 · A rollover is when you move retirement savings from one account into another. You can rollover retirement savings into several different types of accounts, each with its own considerations …

Nov 14, 2025 · When you leave a job with a 401 (k), you should consider rolling over your retirement money into a new account. Check out some options.

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.

Below we provide tips about how to roll over a 401 (k) so your retirement funds can potentially grow alongside your career accomplishments. Here’s how to put your mind at ease during that first week …