401k rollover

What is a Rollover?

Rollover means to move money from a retirement plan such as a 401(k), 403b (tax sheltered annuity), or 457 (municipal deferred compensation) into an...

Moving Your IRA

When you rollover Your IRA, you: Withdraw cash (or other assets such as stock, or mutual funds) from one qualified retirement plan or IRA account,...
ira rollover

Completing Your Rollover

When it’s time to retire, you have a few options on moving the money from your employer’s plan. Direct Rollover: Your employer can directly rollover...